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 | $12,180 | $202,432-94.0% | $169,368-92.8% | $139,434-91.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.55% | 531.74%-508.2pp | 405.60%-382.0pp | 372.94%-349.4pp |
| Employer contribution / active EE | $3,247 | $4,692-30.8% | $4,013-19.1% | $4,751-31.6% |
| Participant deferral / active EE | $9,165 | $6,938+32.1% | $6,221+47.3% | $6,710+36.6% |
| Admin fee / account holder | $110 | $10,708-99.0% | $9,003-98.8% | $11,403-99.0% |