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 | $12,177 | $209,411-94.2% | $178,490-93.2% | $158,922-92.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.54% | 188.75%-154.2pp | 151.07%-116.5pp | 302.83%-268.3pp |
| Employer contribution / active EE | $1,253 | $5,706-78.0% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $4,673 | $5,954-21.5% | $5,202-10.2% | $5,982-21.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |