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 3-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 | $10,125 | $93,571-89.2% | $135,903-92.5% | $75,163-86.5% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 35.37% | 30.90%+4.5pp | 68.23%-32.9pp | 160.62%-125.3pp |
| Employer contribution / active EE | $1,804 | $3,537-49.0% | $4,856-62.9% | $2,670-32.4% |
| Participant deferral / active EE | $5,288 | $6,404-17.4% | $7,758-31.8% | $4,125+28.2% |
| Admin fee / account holder | $281 | $6,975-96.0% | $10,762-97.4% | $5,651-95.0% |