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 7-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 | $18,441 | $209,411-91.2% | $178,490-89.7% | $158,922-88.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.77% | 188.75%-157.0pp | 151.07%-119.3pp | 302.83%-271.1pp |
| Employer contribution / active EE | $1,691 | $5,706-70.4% | $5,011-66.3% | $4,761-64.5% |
| Participant deferral / active EE | $6,446 | $5,954+8.3% | $5,202+23.9% | $5,982+7.8% |
| Admin fee / account holder | $223 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |