See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,915 | $112,096-90.3% | $95,952-88.6% | $158,922-93.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 21.85% | 171.09%-149.2pp | 91.61%-69.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,420 | $3,198-24.3% | $2,541-4.8% | $4,761-49.2% |
| Participant deferral / active EE | $4,006 | $4,784-16.3% | $4,167-3.9% | $5,982-33.0% |
| Admin fee / account holder | $11 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |