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 | $16,079 | $209,411-92.3% | $178,490-91.0% | $158,922-89.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.00% | 188.75%-162.8pp | 151.07%-125.1pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,638 | $5,706-53.8% | $5,011-47.3% | $4,761-44.6% |
| Participant deferral / active EE | $5,489 | $5,954-7.8% | $5,202+5.5% | $5,982-8.2% |
| Admin fee / account holder | $185 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |