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 | $20,424 | $185,822-89.0% | $169,993-88.0% | $139,434-85.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.15% | 60.50%-34.4pp | 53.37%-27.2pp | 372.94%-346.8pp |
| Employer contribution / active EE | $2,143 | $7,590-71.8% | $6,785-68.4% | $4,751-54.9% |
| Participant deferral / active EE | $9,955 | $11,622-14.3% | $10,408-4.3% | $6,710+48.4% |
| Admin fee / account holder | $93 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |