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 6-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 | $13,625 | $185,822-92.7% | $169,993-92.0% | $139,434-90.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.97% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,209 | $7,590-31.4% | $6,785-23.2% | $4,751+9.6% |
| Participant deferral / active EE | $5,209 | $11,622-55.2% | $10,408-49.9% | $6,710-22.4% |
| Admin fee / account holder | $40 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |