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 | $16,532 | $183,963-91.0% | $162,163-89.8% | $152,861-89.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 377.81% | 150.76%+227.1pp | 115.59%+262.2pp | 345.32%+32.5pp |
| Employer contribution / active EE | $2,169 | $6,371-66.0% | $5,614-61.4% | $4,762-54.5% |
| Participant deferral / active EE | $7,139 | $8,034-11.1% | $7,298-2.2% | $5,850+22.0% |
| Admin fee / account holder | $50 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |