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 | $20,050 | $165,335-87.9% | $149,696-86.6% | $158,922-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.94% | 348.15%-302.2pp | 276.60%-230.7pp | 302.83%-256.9pp |
| Employer contribution / active EE | $3,285 | $5,103-35.6% | $4,644-29.3% | $4,761-31.0% |
| Participant deferral / active EE | $7,883 | $7,181+9.8% | $6,842+15.2% | $5,982+31.8% |
| Admin fee / account holder | $151 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |