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 | $31,947 | $209,832-84.8% | $189,513-83.1% | $167,490-80.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.38% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,193 | $6,914-68.3% | $6,162-64.4% | $4,837-54.7% |
| Participant deferral / active EE | $9,916 | $8,935+11.0% | $8,221+20.6% | $6,341+56.4% |
| Admin fee / account holder | $65 | $14,293-99.5% | $12,045-99.5% | $12,309-99.5% |