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 | $11,850 | $165,335-92.8% | $149,696-92.1% | $158,922-92.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 39.36% | 348.15%-308.8pp | 276.60%-237.2pp | 302.83%-263.5pp |
| Employer contribution / active EE | $2,360 | $5,103-53.8% | $4,644-49.2% | $4,761-50.4% |
| Participant deferral / active EE | $3,280 | $7,181-54.3% | $6,842-52.1% | $5,982-45.2% |
| Admin fee / account holder | $76 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |