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 | $25,433 | $217,402-88.3% | $185,823-86.3% | $167,490-84.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.47% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,287 | $5,873-78.1% | $5,167-75.1% | $4,837-73.4% |
| Participant deferral / active EE | $2,620 | $6,356-58.8% | $5,568-53.0% | $6,341-58.7% |
| Admin fee / account holder | $239 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |