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 | $13,348 | $142,405-90.6% | $115,157-88.4% | $152,861-91.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 59.33% | 41.48%+17.9pp | 35.60%+23.7pp | 345.32%-286.0pp |
| Employer contribution / active EE | $2,205 | $4,010-45.0% | $3,179-30.6% | $4,762-53.7% |
| Participant deferral / active EE | $2,541 | $5,164-50.8% | $4,168-39.0% | $5,850-56.6% |
| Admin fee / account holder | $262 | $8,462-96.9% | $7,088-96.3% | $11,596-97.7% |