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 | $28,558 | $183,963-84.5% | $162,163-82.4% | $152,861-81.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.81% | 150.76%-115.0pp | 115.59%-79.8pp | 345.32%-309.5pp |
| Employer contribution / active EE | $2,373 | $6,371-62.7% | $5,614-57.7% | $4,762-50.2% |
| Participant deferral / active EE | $6,886 | $8,034-14.3% | $7,298-5.6% | $5,850+17.7% |
| Admin fee / account holder | $129 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |