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 | $9,837 | $102,828-90.4% | $105,387-90.7% | $152,861-93.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 60.11% | 20.85%+39.3pp | 26.82%+33.3pp | 345.32%-285.2pp |
| Employer contribution / active EE | $1,674 | $4,473-62.6% | $4,213-60.3% | $4,762-64.8% |
| Participant deferral / active EE | $6,242 | $5,465+14.2% | $5,502+13.4% | $5,850+6.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |