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 | $13,159 | $165,335-92.0% | $149,696-91.2% | $158,922-91.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.34% | 348.15%-308.8pp | 276.60%-237.3pp | 302.83%-263.5pp |
| Employer contribution / active EE | $2,005 | $5,103-60.7% | $4,644-56.8% | $4,761-57.9% |
| Participant deferral / active EE | $4,867 | $7,181-32.2% | $6,842-28.9% | $5,982-18.6% |
| Admin fee / account holder | $158 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |