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 | $17,489 | $126,574-86.2% | $106,213-83.5% | $145,922-88.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.20% | 224.79%-210.6pp | 116.14%-101.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,994 | $3,730-46.6% | $3,171-37.1% | $4,660-57.2% |
| Participant deferral / active EE | $4,503 | $5,724-21.3% | $5,016-10.2% | $6,688-32.7% |
| Admin fee / account holder | $128 | $17,304-99.3% | $11,033-98.8% | $13,397-99.0% |