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 4-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 | $18,506 | $185,822-90.0% | $169,993-89.1% | $139,434-86.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 31.63% | 60.50%-28.9pp | 53.37%-21.7pp | 372.94%-341.3pp |
| Employer contribution / active EE | $2,145 | $7,590-71.7% | $6,785-68.4% | $4,751-54.8% |
| Participant deferral / active EE | $5,474 | $11,622-52.9% | $10,408-47.4% | $6,710-18.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |