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 | $16,983 | $228,332-92.6% | $185,823-90.9% | $158,922-89.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 41.82% | 40.80%+1.0pp | 35.95%+5.9pp | 302.83%-261.0pp |
| Employer contribution / active EE | $3,694 | $4,967-25.6% | $4,087-9.6% | $4,761-22.4% |
| Participant deferral / active EE | $5,710 | $6,415-11.0% | $5,632+1.4% | $5,982-4.5% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |