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 | $18,000 | $138,065-87.0% | $123,544-85.4% | $135,375-86.7% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 78.56% | 153.68%-75.1pp | 119.20%-40.6pp | 519.73%-441.2pp |
| Employer contribution / active EE | $3,221 | $5,151-37.5% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $6,746 | $6,799-0.8% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |