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 | $10,653 | $209,411-94.9% | $178,490-94.0% | $158,922-93.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 83.04% | 188.75%-105.7pp | 151.07%-68.0pp | 302.83%-219.8pp |
| Employer contribution / active EE | $3,035 | $5,706-46.8% | $5,011-39.4% | $4,761-36.3% |
| Participant deferral / active EE | $10,307 | $5,954+73.1% | $5,202+98.2% | $5,982+72.3% |
| Admin fee / account holder | $248 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |