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 8-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 | $12,745 | $157,256-91.9% | $141,162-91.0% | $152,861-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.63% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $9,518 | $5,261+80.9% | $4,735+101.0% | $4,762+99.9% |
| Participant deferral / active EE | $8,111 | $7,109+14.1% | $6,709+20.9% | $5,850+38.6% |
| Admin fee / account holder | $139 | $12,120-98.9% | $10,261-98.6% | $11,596-98.8% |