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 | $14,638 | $157,256-90.7% | $141,162-89.6% | $152,861-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 83.34% | 64.32%+19.0pp | 71.39%+11.9pp | 345.32%-262.0pp |
| Employer contribution / active EE | $2,667 | $5,261-49.3% | $4,735-43.7% | $4,762-44.0% |
| Participant deferral / active EE | $3,884 | $7,109-45.4% | $6,709-42.1% | $5,850-33.6% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |