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 8-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 | $19,561 | $157,256-87.6% | $141,162-86.1% | $152,861-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.63% | 64.32%-29.7pp | 71.39%-36.8pp | 345.32%-310.7pp |
| Employer contribution / active EE | $2,759 | $5,261-47.5% | $4,735-41.7% | $4,762-42.1% |
| Participant deferral / active EE | $4,597 | $7,109-35.3% | $6,709-31.5% | $5,850-21.4% |
| Admin fee / account holder | $151 | $12,120-98.8% | $10,261-98.5% | $11,596-98.7% |