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 | $22,075 | $165,335-86.6% | $149,696-85.3% | $158,922-86.1% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 33.81% | 348.15%-314.3pp | 276.60%-242.8pp | 302.83%-269.0pp |
| Employer contribution / active EE | $2,434 | $5,103-52.3% | $4,644-47.6% | $4,761-48.9% |
| Participant deferral / active EE | $6,238 | $7,181-13.1% | $6,842-8.8% | $5,982+4.3% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |