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 | $13,668 | $112,096-87.8% | $95,952-85.8% | $158,922-91.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 70.32% | 171.09%-100.8pp | 91.61%-21.3pp | 302.83%-232.5pp |
| Employer contribution / active EE | $3,194 | $3,198-0.1% | $2,541+25.7% | $4,761-32.9% |
| Participant deferral / active EE | $4,212 | $4,784-12.0% | $4,167+1.1% | $5,982-29.6% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |