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 | $14,062 | $162,781-91.4% | $133,956-89.5% | $158,922-91.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 38.31% | 41.94%-3.6pp | 45.09%-6.8pp | 302.83%-264.5pp |
| Employer contribution / active EE | $3,004 | $4,975-39.6% | $3,919-23.4% | $4,761-36.9% |
| Participant deferral / active EE | $3,959 | $5,911-33.0% | $5,048-21.6% | $5,982-33.8% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.8% |