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 | $20,539 | $157,256-86.9% | $141,162-85.4% | $152,861-86.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 258.97% | 64.32%+194.7pp | 71.39%+187.6pp | 345.32%-86.3pp |
| Employer contribution / active EE | $4,155 | $5,261-21.0% | $4,735-12.3% | $4,762-12.8% |
| Participant deferral / active EE | $7,049 | $7,109-0.8% | $6,709+5.1% | $5,850+20.5% |
| Admin fee / account holder | $30 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |