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 | $12,601 | $70,475-82.1% | $100,516-87.5% | $79,858-84.2% |
| Participation rate | 96.0% | 73.7%+22.3pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 95.98% | 21.90%+74.1pp | 30.89%+65.1pp | 31.71%+64.3pp |
| Employer contribution / active EE | $2,426 | $2,165+12.1% | $3,418-29.0% | $2,471-1.8% |
| Participant deferral / active EE | $4,881 | $5,181-5.8% | $6,270-22.2% | $3,740+30.5% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |