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 6-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 | $18,435 | $209,411-91.2% | $178,490-89.7% | $158,922-88.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.97% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,629 | $5,706-1.4% | $5,011+12.3% | $4,761+18.2% |
| Participant deferral / active EE | $4,402 | $5,954-26.1% | $5,202-15.4% | $5,982-26.4% |
| Admin fee / account holder | $59 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |