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 6-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 | $16,114 | $175,202-90.8% | $149,673-89.2% | $139,434-88.4% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 22.17% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,166 | $5,474-60.4% | $4,818-55.0% | $4,751-54.4% |
| Participant deferral / active EE | $3,726 | $6,519-42.8% | $5,680-34.4% | $6,710-44.5% |
| Admin fee / account holder | $295 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |