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 | $20,670 | $197,591-89.5% | $177,821-88.4% | $158,922-87.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 131.37% | 58.76%+72.6pp | 48.32%+83.0pp | 302.83%-171.5pp |
| Employer contribution / active EE | $3,617 | $6,697-46.0% | $5,918-38.9% | $4,761-24.0% |
| Participant deferral / active EE | $5,911 | $8,405-29.7% | $7,714-23.4% | $5,982-1.2% |
| Admin fee / account holder | $59 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |