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 | $24,996 | $201,272-87.6% | $184,203-86.4% | $145,922-82.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.23% | 29.00%+1.2pp | 28.81%+1.4pp | 561.29%-531.1pp |
| Employer contribution / active EE | $2,852 | $7,022-59.4% | $6,427-55.6% | $4,660-38.8% |
| Participant deferral / active EE | $5,077 | $9,806-48.2% | $9,131-44.4% | $6,688-24.1% |
| Admin fee / account holder | $100 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |