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 8-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 | $13,705 | $157,256-91.3% | $141,162-90.3% | $152,861-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.99% | 64.32%-33.3pp | 71.39%-40.4pp | 345.32%-314.3pp |
| Employer contribution / active EE | $3,703 | $5,261-29.6% | $4,735-21.8% | $4,762-22.2% |
| Participant deferral / active EE | $6,471 | $7,109-9.0% | $6,709-3.6% | $5,850+10.6% |
| Admin fee / account holder | $73 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |