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 | $26,988 | $217,402-87.6% | $185,823-85.5% | $167,490-83.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.83% | 148.36%-134.5pp | 122.05%-108.2pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,625 | $5,873-38.3% | $5,167-29.8% | $4,837-25.1% |
| Participant deferral / active EE | $11,375 | $6,356+79.0% | $5,568+104.3% | $6,341+79.4% |
| Admin fee / account holder | $110 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |