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 | $12,120 | $176,056-93.1% | $159,436-92.4% | $167,490-92.8% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 43.20% | 331.75%-288.6pp | 263.57%-220.4pp | 478.56%-435.4pp |
| Employer contribution / active EE | $1,471 | $5,297-72.2% | $4,829-69.5% | $4,837-69.6% |
| Participant deferral / active EE | $5,295 | $7,750-31.7% | $7,352-28.0% | $6,341-16.5% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |