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 | $15,715 | $176,812-91.1% | $146,665-89.3% | $167,490-90.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 33.66% | 24.03%+9.6pp | 22.74%+10.9pp | 478.56%-444.9pp |
| Employer contribution / active EE | $3,098 | $5,160-40.0% | $4,136-25.1% | $4,837-36.0% |
| Participant deferral / active EE | $4,285 | $6,440-33.5% | $5,506-22.2% | $6,341-32.4% |
| Admin fee / account holder | $91 | $13,259-99.3% | $10,280-99.1% | $12,309-99.3% |