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 | $21,100 | $98,750-78.6% | $149,696-85.9% | $79,858-73.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 42.38% | 27.43%+15.0pp | 276.60%-234.2pp | 31.71%+10.7pp |
| Employer contribution / active EE | $1,676 | $3,216-47.9% | $4,644-63.9% | $2,471-32.2% |
| Participant deferral / active EE | $8,684 | $5,680+52.9% | $6,842+26.9% | $3,740+132.2% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |