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 | $14,751 | $209,411-93.0% | $178,490-91.7% | $158,922-90.7% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 28.46% | 188.75%-160.3pp | 151.07%-122.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,455 | $5,706-74.5% | $5,011-71.0% | $4,761-69.5% |
| Participant deferral / active EE | $3,383 | $5,954-43.2% | $5,202-35.0% | $5,982-43.4% |
| Admin fee / account holder | $3 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |