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 | $8,797 | $202,432-95.7% | $169,368-94.8% | $139,434-93.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.06% | 531.74%-508.7pp | 405.60%-382.5pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,231 | $4,692-73.8% | $4,013-69.3% | $4,751-74.1% |
| Participant deferral / active EE | $3,005 | $6,938-56.7% | $6,221-51.7% | $6,710-55.2% |
| Admin fee / account holder | $146 | $10,708-98.6% | $9,003-98.4% | $11,403-98.7% |