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 9-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 | $16,600 | $99,652-83.3% | $78,778-78.9% | $147,584-88.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 27.42% | 47.28%-19.9pp | 35.62%-8.2pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,757 | $2,796-1.4% | $1,986+38.9% | $4,876-43.5% |
| Participant deferral / active EE | $6,487 | $3,664+77.1% | $2,958+119.3% | $5,439+19.3% |
| Admin fee / account holder | $121 | $7,155-98.3% | $5,134-97.6% | $10,885-98.9% |