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 5-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 | $11,100 | $106,515-89.6% | $96,683-88.5% | $139,434-92.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.24% | 38.43%-10.2pp | 35.69%-7.5pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,913 | $4,103-29.0% | $3,737-22.0% | $4,751-38.7% |
| Participant deferral / active EE | $5,491 | $5,454+0.7% | $4,878+12.6% | $6,710-18.2% |
| Admin fee / account holder | $186 | $7,877-97.6% | $6,730-97.2% | $11,403-98.4% |