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 | $19,228 | $228,332-91.6% | $185,823-89.7% | $158,922-87.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 159.87% | 40.80%+119.1pp | 35.95%+123.9pp | 302.83%-143.0pp |
| Employer contribution / active EE | $1,658 | $4,967-66.6% | $4,087-59.4% | $4,761-65.2% |
| Participant deferral / active EE | $4,600 | $6,415-28.3% | $5,632-18.3% | $5,982-23.1% |
| Admin fee / account holder | $205 | $11,864-98.3% | $9,500-97.8% | $11,246-98.2% |