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 | $33,205 | $197,591-83.2% | $177,821-81.3% | $158,922-79.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 32.79% | 58.76%-26.0pp | 48.32%-15.5pp | 302.83%-270.0pp |
| Employer contribution / active EE | $16,761 | $6,697+150.3% | $5,918+183.2% | $4,761+252.0% |
| Participant deferral / active EE | $13,659 | $8,405+62.5% | $7,714+77.1% | $5,982+128.3% |
| Admin fee / account holder | $134 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |