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 | $23,626 | $185,822-87.3% | $169,993-86.1% | $139,434-83.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.64% | 60.50%-24.9pp | 53.37%-17.7pp | 372.94%-337.3pp |
| Employer contribution / active EE | $7,710 | $7,590+1.6% | $6,785+13.6% | $4,751+62.3% |
| Participant deferral / active EE | $7,710 | $11,622-33.7% | $10,408-25.9% | $6,710+14.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |