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 | $10,652 | $227,553-95.3% | $189,557-94.4% | $167,490-93.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.34% | 78.40%-63.1pp | 64.17%-48.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,180 | $5,316-40.2% | $4,412-27.9% | $4,837-34.3% |
| Participant deferral / active EE | $3,180 | $7,002-54.6% | $6,174-48.5% | $6,341-49.9% |
| Admin fee / account holder | $23 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |