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 5-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 | $17,096 | $209,832-91.9% | $189,513-91.0% | $167,490-89.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.57% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,679 | $6,914-61.3% | $6,162-56.5% | $4,837-44.6% |
| Participant deferral / active EE | $5,333 | $8,935-40.3% | $8,221-35.1% | $6,341-15.9% |
| Admin fee / account holder | $2 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |