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 3-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 | $18,052 | $201,272-91.0% | $184,203-90.2% | $145,922-87.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 82.91% | 29.00%+53.9pp | 28.81%+54.1pp | 561.29%-478.4pp |
| Employer contribution / active EE | $5,792 | $7,022-17.5% | $6,427-9.9% | $4,660+24.3% |
| Participant deferral / active EE | $9,160 | $9,806-6.6% | $9,131+0.3% | $6,688+37.0% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |