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 | $17,260 | $157,256-89.0% | $141,162-87.8% | $152,861-88.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 167.24% | 64.32%+102.9pp | 71.39%+95.9pp | 345.32%-178.1pp |
| Employer contribution / active EE | $3,842 | $5,261-27.0% | $4,735-18.9% | $4,762-19.3% |
| Participant deferral / active EE | $8,493 | $7,109+19.5% | $6,709+26.6% | $5,850+45.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |