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 | $19,358 | $214,378-91.0% | $200,582-90.3% | $142,382-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.03% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,667 | $6,841-61.0% | $6,419-58.5% | $4,299-38.0% |
| Participant deferral / active EE | $3,334 | $9,865-66.2% | $9,331-64.3% | $6,507-48.8% |
| Admin fee / account holder | $176 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |