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 | $14,303 | $157,256-90.9% | $141,162-89.9% | $152,861-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 47.80% | 64.32%-16.5pp | 71.39%-23.6pp | 345.32%-297.5pp |
| Employer contribution / active EE | $4,885 | $5,261-7.1% | $4,735+3.2% | $4,762+2.6% |
| Participant deferral / active EE | $15,140 | $7,109+113.0% | $6,709+125.7% | $5,850+158.8% |
| Admin fee / account holder | $17 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |