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 | $14,075 | $121,625-88.4% | $104,607-86.5% | $158,922-91.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 172.52% | 465.26%-292.7pp | 340.46%-167.9pp | 302.83%-130.3pp |
| Employer contribution / active EE | $3,758 | $3,163+18.8% | $2,681+40.2% | $4,761-21.1% |
| Participant deferral / active EE | $8,401 | $4,177+101.1% | $3,740+124.6% | $5,982+40.4% |
| Admin fee / account holder | $2 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |