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 | $20,037 | $209,832-90.5% | $189,513-89.4% | $167,490-88.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.19% | 748.27%-723.1pp | 555.15%-530.0pp | 478.56%-453.4pp |
| Employer contribution / active EE | $2,162 | $6,914-68.7% | $6,162-64.9% | $4,837-55.3% |
| Participant deferral / active EE | $3,783 | $8,935-57.7% | $8,221-54.0% | $6,341-40.3% |
| Admin fee / account holder | $124 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |