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 | $11,873 | $226,064-94.7% | $182,532-93.5% | $152,861-92.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 45.33% | 192.51%-147.2pp | 148.54%-103.2pp | 345.32%-300.0pp |
| Employer contribution / active EE | $1,739 | $4,978-65.1% | $4,076-57.3% | $4,762-63.5% |
| Participant deferral / active EE | $6,011 | $6,368-5.6% | $5,524+8.8% | $5,850+2.7% |
| Admin fee / account holder | $27 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |