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 | $9,517 | $157,256-93.9% | $141,162-93.3% | $152,861-93.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 89.35% | 64.32%+25.0pp | 71.39%+18.0pp | 345.32%-256.0pp |
| Employer contribution / active EE | $4,966 | $5,261-5.6% | $4,735+4.9% | $4,762+4.3% |
| Participant deferral / active EE | $4,338 | $7,109-39.0% | $6,709-35.3% | $5,850-25.8% |
| Admin fee / account holder | $158 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |