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 | $21,192 | $217,402-90.3% | $185,823-88.6% | $167,490-87.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.52% | 148.36%-118.8pp | 122.05%-92.5pp | 478.56%-449.0pp |
| Employer contribution / active EE | $5,088 | $5,873-13.4% | $5,167-1.5% | $4,837+5.2% |
| Participant deferral / active EE | $11,014 | $6,356+73.3% | $5,568+97.8% | $6,341+73.7% |
| Admin fee / account holder | $13 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |