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 | $28,263 | $209,411-86.5% | $178,490-84.2% | $158,922-82.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.33% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,173 | $5,706-44.4% | $5,011-36.7% | $4,761-33.4% |
| Participant deferral / active EE | $9,930 | $5,954+66.8% | $5,202+90.9% | $5,982+66.0% |
| Admin fee / account holder | $283 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |