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 | $19,280 | $167,484-88.5% | $151,611-87.3% | $134,475-85.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.19% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $10,392 | $6,829+52.2% | $6,166+68.5% | $4,740+119.3% |
| Participant deferral / active EE | $3,420 | $8,986-61.9% | $8,363-59.1% | $6,400-46.6% |
| Admin fee / account holder | $201 | $13,783-98.5% | $11,616-98.3% | $11,426-98.2% |