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 | $18,072 | $176,056-89.7% | $159,436-88.7% | $167,490-89.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.59% | 331.75%-309.2pp | 263.57%-241.0pp | 478.56%-456.0pp |
| Employer contribution / active EE | $3,384 | $5,297-36.1% | $4,829-29.9% | $4,837-30.1% |
| Participant deferral / active EE | $10,795 | $7,750+39.3% | $7,352+46.8% | $6,341+70.2% |
| Admin fee / account holder | $61 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |