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 | $30,735 | $197,591-84.4% | $177,821-82.7% | $158,922-80.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.56% | 58.76%-24.2pp | 48.32%-13.8pp | 302.83%-268.3pp |
| Employer contribution / active EE | $4,832 | $6,697-27.8% | $5,918-18.3% | $4,761+1.5% |
| Participant deferral / active EE | $11,041 | $8,405+31.4% | $7,714+43.1% | $5,982+84.6% |
| Admin fee / account holder | $56 | $15,399-99.6% | $12,427-99.6% | $11,246-99.5% |