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 9-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 | $14,586 | $171,865-91.5% | $149,718-90.3% | $147,584-90.1% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 71.40% | 2113.22%-2041.8pp | 1501.63%-1430.2pp | 578.55%-507.1pp |
| Employer contribution / active EE | $4,591 | $6,275-26.8% | $5,445-15.7% | $4,876-5.8% |
| Participant deferral / active EE | $7,530 | $7,271+3.6% | $6,569+14.6% | $5,439+38.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |