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 | $14,173 | $112,096-87.4% | $95,952-85.2% | $158,922-91.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.03% | 171.09%-145.1pp | 91.61%-65.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,866 | $3,198-41.7% | $2,541-26.6% | $4,761-60.8% |
| Participant deferral / active EE | $3,692 | $4,784-22.8% | $4,167-11.4% | $5,982-38.3% |
| Admin fee / account holder | $110 | $10,130-98.9% | $6,795-98.4% | $11,246-99.0% |