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 | $27,170 | $209,411-87.0% | $178,490-84.8% | $158,922-82.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.69% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,446 | $5,706-57.1% | $5,011-51.2% | $4,761-48.6% |
| Participant deferral / active EE | $5,702 | $5,954-4.2% | $5,202+9.6% | $5,982-4.7% |
| Admin fee / account holder | $248 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |