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 | $16,825 | $165,335-89.8% | $149,696-88.8% | $158,922-89.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.74% | 348.15%-313.4pp | 276.60%-241.9pp | 302.83%-268.1pp |
| Employer contribution / active EE | $2,116 | $5,103-58.5% | $4,644-54.4% | $4,761-55.6% |
| Participant deferral / active EE | $10,456 | $7,181+45.6% | $6,842+52.8% | $5,982+74.8% |
| Admin fee / account holder | $40 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |