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 | $22,836 | $197,591-88.4% | $177,821-87.2% | $158,922-85.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.89% | 58.76%-24.9pp | 48.32%-14.4pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,479 | $6,697-77.9% | $5,918-75.0% | $4,761-68.9% |
| Participant deferral / active EE | $15,667 | $8,405+86.4% | $7,714+103.1% | $5,982+161.9% |
| Admin fee / account holder | $274 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |