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 4-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 | $14,321 | $202,432-92.9% | $169,368-91.5% | $139,434-89.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 45.97% | 531.74%-485.8pp | 405.60%-359.6pp | 372.94%-327.0pp |
| Employer contribution / active EE | $5,611 | $4,692+19.6% | $4,013+39.8% | $4,751+18.1% |
| Participant deferral / active EE | $10,448 | $6,938+50.6% | $6,221+67.9% | $6,710+55.7% |
| Admin fee / account holder | $226 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |