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 | $17,126 | $176,056-90.3% | $159,436-89.3% | $167,490-89.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.03% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $952 | $5,297-82.0% | $4,829-80.3% | $4,837-80.3% |
| Participant deferral / active EE | $6,660 | $7,750-14.1% | $7,352-9.4% | $6,341+5.0% |
| Admin fee / account holder | $134 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |