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 | $14,732 | $112,096-86.9% | $95,952-84.6% | $158,922-90.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 50.13% | 171.09%-121.0pp | 91.61%-41.5pp | 302.83%-252.7pp |
| Employer contribution / active EE | $2,269 | $3,198-29.0% | $2,541-10.7% | $4,761-52.3% |
| Participant deferral / active EE | $6,569 | $4,784+37.3% | $4,167+57.7% | $5,982+9.8% |
| Admin fee / account holder | $214 | $10,130-97.9% | $6,795-96.8% | $11,246-98.1% |