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 | $16,152 | $157,256-89.7% | $141,162-88.6% | $152,861-89.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,485 | $5,261-33.8% | $4,735-26.4% | $4,762-26.8% |
| Participant deferral / active EE | $5,513 | $7,109-22.5% | $6,709-17.8% | $5,850-5.8% |
| Admin fee / account holder | $119 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |