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 7-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 | $27,030 | $162,781-83.4% | $133,956-79.8% | $158,922-83.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 74.37% | 41.94%+32.4pp | 45.09%+29.3pp | 302.83%-228.5pp |
| Employer contribution / active EE | $2,818 | $4,975-43.4% | $3,919-28.1% | $4,761-40.8% |
| Participant deferral / active EE | $16,880 | $5,911+185.6% | $5,048+234.4% | $5,982+182.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |