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 | $19,869 | $157,256-87.4% | $141,162-85.9% | $152,861-87.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 100.48% | 64.32%+36.2pp | 71.39%+29.1pp | 345.32%-244.8pp |
| Employer contribution / active EE | $2,756 | $5,261-47.6% | $4,735-41.8% | $4,762-42.1% |
| Participant deferral / active EE | $9,780 | $7,109+37.6% | $6,709+45.8% | $5,850+67.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |