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 | $16,373 | $228,332-92.8% | $185,823-91.2% | $158,922-89.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.62% | 40.80%-21.2pp | 35.95%-16.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,012 | $4,967-59.5% | $4,087-50.8% | $4,761-57.7% |
| Participant deferral / active EE | $3,143 | $6,415-51.0% | $5,632-44.2% | $5,982-47.5% |
| Admin fee / account holder | $237 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |