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 | $18,380 | $89,355-79.4% | $141,162-87.0% | $72,985-74.8% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 54.50% | 111.85%-57.3pp | 71.39%-16.9pp | 81.00%-26.5pp |
| Employer contribution / active EE | $4,260 | $3,114+36.8% | $4,735-10.0% | $2,440+74.6% |
| Participant deferral / active EE | $5,140 | $5,418-5.1% | $6,709-23.4% | $3,607+42.5% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |