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 9-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 | $26,532 | $171,164-84.5% | $127,761-79.2% | $152,861-82.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 58.48% | 23.54%+34.9pp | 26.14%+32.3pp | 345.32%-286.8pp |
| Employer contribution / active EE | $2,935 | $5,447-46.1% | $4,574-35.8% | $4,762-38.4% |
| Participant deferral / active EE | $8,229 | $7,038+16.9% | $6,021+36.7% | $5,850+40.7% |
| Admin fee / account holder | $18 | $14,530-99.9% | $9,395-99.8% | $11,596-99.8% |