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 6-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 | $30,078 | $197,591-84.8% | $177,821-83.1% | $158,922-81.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 33.43% | 58.76%-25.3pp | 48.32%-14.9pp | 302.83%-269.4pp |
| Employer contribution / active EE | $4,972 | $6,697-25.8% | $5,918-16.0% | $4,761+4.4% |
| Participant deferral / active EE | $11,200 | $8,405+33.3% | $7,714+45.2% | $5,982+87.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |