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 | $18,897 | $209,411-91.0% | $178,490-89.4% | $158,922-88.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 228.59% | 188.75%+39.8pp | 151.07%+77.5pp | 302.83%-74.2pp |
| Employer contribution / active EE | $4,526 | $5,706-20.7% | $5,011-9.7% | $4,761-4.9% |
| Participant deferral / active EE | $12,874 | $5,954+116.2% | $5,202+147.5% | $5,982+115.2% |
| Admin fee / account holder | $271 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |