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 | $12,133 | $98,750-87.7% | $149,696-91.9% | $79,858-84.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 44.53% | 27.43%+17.1pp | 276.60%-232.1pp | 31.71%+12.8pp |
| Employer contribution / active EE | $4,274 | $3,216+32.9% | $4,644-8.0% | $2,471+73.0% |
| Participant deferral / active EE | $4,781 | $5,680-15.8% | $6,842-30.1% | $3,740+27.8% |
| Admin fee / account holder | $273 | $6,053-95.5% | $9,309-97.1% | $5,306-94.9% |