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 | $11,877 | $197,591-94.0% | $177,821-93.3% | $158,922-92.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.92% | 58.76%-27.8pp | 48.32%-17.4pp | 302.83%-271.9pp |
| Employer contribution / active EE | $2,545 | $6,697-62.0% | $5,918-57.0% | $4,761-46.5% |
| Participant deferral / active EE | $3,432 | $8,405-59.2% | $7,714-55.5% | $5,982-42.6% |
| Admin fee / account holder | $98 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |