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 | $12,850 | $157,256-91.8% | $141,162-90.9% | $152,861-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 49.41% | 64.32%-14.9pp | 71.39%-22.0pp | 345.32%-295.9pp |
| Employer contribution / active EE | $3,615 | $5,261-31.3% | $4,735-23.7% | $4,762-24.1% |
| Participant deferral / active EE | $7,324 | $7,109+3.0% | $6,709+9.2% | $5,850+25.2% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |