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 6-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 | $11,830 | $176,056-93.3% | $159,436-92.6% | $167,490-92.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.89% | 331.75%-289.9pp | 263.57%-221.7pp | 478.56%-436.7pp |
| Employer contribution / active EE | $1,758 | $5,297-66.8% | $4,829-63.6% | $4,837-63.7% |
| Participant deferral / active EE | $8,755 | $7,750+13.0% | $7,352+19.1% | $6,341+38.1% |
| Admin fee / account holder | $42 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |