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 | $16,123 | $176,056-90.8% | $159,436-89.9% | $167,490-90.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.90% | 331.75%-308.8pp | 263.57%-240.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,933 | $5,297-63.5% | $4,829-60.0% | $4,837-60.0% |
| Participant deferral / active EE | $5,115 | $7,750-34.0% | $7,352-30.4% | $6,341-19.3% |
| Admin fee / account holder | $245 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |