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 8-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 | $18,830 | $226,064-91.7% | $182,532-89.7% | $152,861-87.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 35.81% | 192.51%-156.7pp | 148.54%-112.7pp | 345.32%-309.5pp |
| Employer contribution / active EE | $3,603 | $4,978-27.6% | $4,076-11.6% | $4,762-24.3% |
| Participant deferral / active EE | $7,474 | $6,368+17.4% | $5,524+35.3% | $5,850+27.7% |
| Admin fee / account holder | $178 | $10,703-98.3% | $8,592-97.9% | $11,596-98.5% |