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 | $23,097 | $209,832-89.0% | $189,513-87.8% | $167,490-86.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.99% | 748.27%-729.3pp | 555.15%-536.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,573 | $6,914-62.8% | $6,162-58.2% | $4,837-46.8% |
| Participant deferral / active EE | $5,745 | $8,935-35.7% | $8,221-30.1% | $6,341-9.4% |
| Admin fee / account holder | $94 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |