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 | $17,000 | $755,339-97.7% | $379,746-95.5% | $158,922-89.3% |
| Participation rate | 85.7% | 81.8%+4.0pp | 78.4%+7.3pp | 82.0%+3.8pp |
| Annual return | 28.37% | 53.41%-25.0pp | 34.90%-6.5pp | 302.83%-274.5pp |
| Employer contribution / active EE | $1,975 | $4,685-57.8% | $3,540-44.2% | $4,761-58.5% |
| Participant deferral / active EE | $6,064 | $7,938-23.6% | $6,024+0.7% | $5,982+1.4% |
| Admin fee / account holder | $7 | $14,482-100.0% | $7,927-99.9% | $11,246-99.9% |