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 | $25,421 | $202,318-87.4% | $172,739-85.3% | $152,861-83.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.05% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,792 | $5,856-52.3% | $5,143-45.7% | $4,762-41.4% |
| Participant deferral / active EE | $5,366 | $5,948-9.8% | $5,198+3.2% | $5,850-8.3% |
| Admin fee / account holder | $107 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |