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 | $23,358 | $183,963-87.3% | $162,163-85.6% | $152,861-84.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.24% | 150.76%-124.5pp | 115.59%-89.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $12,042 | $6,371+89.0% | $5,614+114.5% | $4,762+152.9% |
| Participant deferral / active EE | $11,572 | $8,034+44.0% | $7,298+58.6% | $5,850+97.8% |
| Admin fee / account holder | $291 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |