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 6-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 | $13,676 | $217,402-93.7% | $185,823-92.6% | $167,490-91.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.44% | 148.36%-114.9pp | 122.05%-88.6pp | 478.56%-445.1pp |
| Employer contribution / active EE | $1,921 | $5,873-67.3% | $5,167-62.8% | $4,837-60.3% |
| Participant deferral / active EE | $8,546 | $6,356+34.5% | $5,568+53.5% | $6,341+34.8% |
| Admin fee / account holder | $68 | $19,811-99.7% | $16,237-99.6% | $12,309-99.4% |