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 | $17,948 | $165,335-89.1% | $149,696-88.0% | $158,922-88.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 103.48% | 348.15%-244.7pp | 276.60%-173.1pp | 302.83%-199.3pp |
| Employer contribution / active EE | $2,676 | $5,103-47.6% | $4,644-42.4% | $4,761-43.8% |
| Participant deferral / active EE | $8,730 | $7,181+21.6% | $6,842+27.6% | $5,982+45.9% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |