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 | $31,823 | $197,591-83.9% | $177,821-82.1% | $158,922-80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 70.77% | 58.76%+12.0pp | 48.32%+22.4pp | 302.83%-232.1pp |
| Employer contribution / active EE | $12,974 | $6,697+93.7% | $5,918+119.2% | $4,761+172.5% |
| Participant deferral / active EE | $7,102 | $8,405-15.5% | $7,714-7.9% | $5,982+18.7% |
| Admin fee / account holder | $132 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |