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 9-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 | $15,218 | $226,064-93.3% | $182,532-91.7% | $152,861-90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.07% | 192.51%-165.4pp | 148.54%-121.5pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,659 | $4,978-66.7% | $4,076-59.3% | $4,762-65.2% |
| Participant deferral / active EE | $3,888 | $6,368-38.9% | $5,524-29.6% | $5,850-33.5% |
| Admin fee / account holder | $79 | $10,703-99.3% | $8,592-99.1% | $11,596-99.3% |