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 9-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 | $31,659 | $198,466-84.0% | $170,442-81.4% | $147,584-78.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.77% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,626 | $6,184-73.7% | $5,433-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $2,464 | $5,629-56.2% | $4,939-50.1% | $5,439-54.7% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |