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 | $20,052 | $176,056-88.6% | $159,436-87.4% | $167,490-88.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.53% | 331.75%-310.2pp | 263.57%-242.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $3,758 | $5,297-29.1% | $4,829-22.2% | $4,837-22.3% |
| Participant deferral / active EE | $6,387 | $7,750-17.6% | $7,352-13.1% | $6,341+0.7% |
| Admin fee / account holder | $137 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |