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 | $11,969 | $183,963-93.5% | $162,163-92.6% | $152,861-92.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 102.44% | 150.76%-48.3pp | 115.59%-13.2pp | 345.32%-242.9pp |
| Employer contribution / active EE | $1,795 | $6,371-71.8% | $5,614-68.0% | $4,762-62.3% |
| Participant deferral / active EE | $5,460 | $8,034-32.0% | $7,298-25.2% | $5,850-6.7% |
| Admin fee / account holder | $89 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |