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 8-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 | $7,871 | $183,963-95.7% | $162,163-95.1% | $152,861-94.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.23% | 150.76%-123.5pp | 115.59%-88.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,537 | $6,371-75.9% | $5,614-72.6% | $4,762-67.7% |
| Participant deferral / active EE | $3,144 | $8,034-60.9% | $7,298-56.9% | $5,850-46.3% |
| Admin fee / account holder | $48 | $13,121-99.6% | $10,843-99.6% | $11,596-99.6% |