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 | $14,750 | $202,432-92.7% | $169,368-91.3% | $139,434-89.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 55.42% | 531.74%-476.3pp | 405.60%-350.2pp | 372.94%-317.5pp |
| Employer contribution / active EE | $4,282 | $4,692-8.8% | $4,013+6.7% | $4,751-9.9% |
| Participant deferral / active EE | $4,063 | $6,938-41.4% | $6,221-34.7% | $6,710-39.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |