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 6-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 | $9,501 | $176,056-94.6% | $159,436-94.0% | $167,490-94.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.41% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,261 | $5,297-76.2% | $4,829-73.9% | $4,837-73.9% |
| Participant deferral / active EE | $5,519 | $7,750-28.8% | $7,352-24.9% | $6,341-13.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |