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 | $13,672 | $209,411-93.5% | $178,490-92.3% | $158,922-91.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 60.59% | 188.75%-128.2pp | 151.07%-90.5pp | 302.83%-242.2pp |
| Employer contribution / active EE | $1,567 | $5,706-72.5% | $5,011-68.7% | $4,761-67.1% |
| Participant deferral / active EE | $7,492 | $5,954+25.8% | $5,202+44.0% | $5,982+25.2% |
| Admin fee / account holder | $63 | $17,074-99.6% | $13,984-99.6% | $11,246-99.4% |