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 3-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 | $10,637 | $159,901-93.3% | $146,958-92.8% | $145,922-92.7% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 41.18% | 98.13%-57.0pp | 418.34%-377.2pp | 561.29%-520.1pp |
| Employer contribution / active EE | $1,894 | $5,286-64.2% | $4,933-61.6% | $4,660-59.4% |
| Participant deferral / active EE | $7,620 | $8,428-9.6% | $8,070-5.6% | $6,688+13.9% |
| Admin fee / account holder | $105 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |