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 | $20,538 | $183,963-88.8% | $162,163-87.3% | $152,861-86.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 71.67% | 150.76%-79.1pp | 115.59%-43.9pp | 345.32%-273.6pp |
| Employer contribution / active EE | $1,433 | $6,371-77.5% | $5,614-74.5% | $4,762-69.9% |
| Participant deferral / active EE | $5,073 | $8,034-36.9% | $7,298-30.5% | $5,850-13.3% |
| Admin fee / account holder | $133 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |