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 | $11,707 | $202,318-94.2% | $172,739-93.2% | $152,861-92.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 38.41% | 1029.65%-991.2pp | 802.84%-764.4pp | 345.32%-306.9pp |
| Employer contribution / active EE | $4,678 | $5,856-20.1% | $5,143-9.0% | $4,762-1.8% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $144 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |