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 | $19,349 | $165,335-88.3% | $149,696-87.1% | $158,922-87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.96% | 348.15%-325.2pp | 276.60%-253.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $6,617 | $5,103+29.7% | $4,644+42.5% | $4,761+39.0% |
| Participant deferral / active EE | $4,275 | $7,181-40.5% | $6,842-37.5% | $5,982-28.5% |
| Admin fee / account holder | $112 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |