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 | $17,631 | $150,440-88.3% | $136,294-87.1% | $147,584-88.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.05% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,379 | $5,256-54.7% | $4,695-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $7,148 | $6,630+7.8% | $6,247+14.4% | $5,439+31.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |