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 | $24,913 | $217,402-88.5% | $185,823-86.6% | $167,490-85.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.62% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $5,284 | $5,873-10.0% | $5,167+2.3% | $4,837+9.2% |
| Participant deferral / active EE | $5,478 | $6,356-13.8% | $5,568-1.6% | $6,341-13.6% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-99.9% | $12,309-99.9% |