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 | $13,489 | $165,335-91.8% | $149,696-91.0% | $158,922-91.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 253.51% | 348.15%-94.6pp | 276.60%-23.1pp | 302.83%-49.3pp |
| Employer contribution / active EE | $2,209 | $5,103-56.7% | $4,644-52.4% | $4,761-53.6% |
| Participant deferral / active EE | $9,265 | $7,181+29.0% | $6,842+35.4% | $5,982+54.9% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |