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 | $27,051 | $144,119-81.2% | $117,854-77.0% | $147,584-81.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 23.62% | 531.15%-507.5pp | 335.08%-311.5pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,073 | $4,896-57.7% | $3,786-45.3% | $4,876-57.5% |
| Participant deferral / active EE | $11,377 | $5,316+114.0% | $4,482+153.9% | $5,439+109.2% |
| Admin fee / account holder | $139 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |