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 9-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 | $17,272 | $165,335-89.6% | $149,696-88.5% | $158,922-89.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.17% | 348.15%-326.0pp | 276.60%-254.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,519 | $5,103-70.2% | $4,644-67.3% | $4,761-68.1% |
| Participant deferral / active EE | $3,681 | $7,181-48.7% | $6,842-46.2% | $5,982-38.5% |
| Admin fee / account holder | $187 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |