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 | $12,210 | $165,335-92.6% | $149,696-91.8% | $158,922-92.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.73% | 348.15%-314.4pp | 276.60%-242.9pp | 302.83%-269.1pp |
| Employer contribution / active EE | $1,439 | $5,103-71.8% | $4,644-69.0% | $4,761-69.8% |
| Participant deferral / active EE | $4,533 | $7,181-36.9% | $6,842-33.7% | $5,982-24.2% |
| Admin fee / account holder | $158 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |