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 | $14,115 | $202,432-93.0% | $169,368-91.7% | $139,434-89.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.05% | 531.74%-508.7pp | 405.60%-382.5pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,249 | $4,692-73.4% | $4,013-68.9% | $4,751-73.7% |
| Participant deferral / active EE | $2,800 | $6,938-59.6% | $6,221-55.0% | $6,710-58.3% |
| Admin fee / account holder | $97 | $10,708-99.1% | $9,003-98.9% | $11,403-99.2% |