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 | $16,721 | $179,726-90.7% | $156,263-89.3% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.07% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,247 | $5,069-75.4% | $4,333-71.2% | $4,299-71.0% |
| Participant deferral / active EE | $2,204 | $6,956-68.3% | $6,158-64.2% | $6,507-66.1% |
| Admin fee / account holder | $31 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |