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 | $13,681 | $152,587-91.0% | $125,175-89.1% | $152,861-91.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 38.04% | 54.84%-16.8pp | 43.79%-5.8pp | 345.32%-307.3pp |
| Employer contribution / active EE | $3,449 | $4,946-30.3% | $3,865-10.8% | $4,762-27.6% |
| Participant deferral / active EE | $5,003 | $5,868-14.7% | $4,937+1.3% | $5,850-14.5% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |