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 8-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 | $16,777 | $159,901-89.5% | $146,958-88.6% | $145,922-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.31% | 98.13%-65.8pp | 418.34%-386.0pp | 561.29%-529.0pp |
| Employer contribution / active EE | $1,699 | $5,286-67.9% | $4,933-65.6% | $4,660-63.5% |
| Participant deferral / active EE | $10,634 | $8,428+26.2% | $8,070+31.8% | $6,688+59.0% |
| Admin fee / account holder | $36 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |