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 | $15,215 | $209,411-92.7% | $178,490-91.5% | $158,922-90.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.30% | 188.75%-152.4pp | 151.07%-114.8pp | 302.83%-266.5pp |
| Employer contribution / active EE | $1,959 | $5,706-65.7% | $5,011-60.9% | $4,761-58.9% |
| Participant deferral / active EE | $5,772 | $5,954-3.1% | $5,202+11.0% | $5,982-3.5% |
| Admin fee / account holder | $65 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |