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 7-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 | $20,365 | $157,256-87.0% | $141,162-85.6% | $152,861-86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 68.21% | 64.32%+3.9pp | 71.39%-3.2pp | 345.32%-277.1pp |
| Employer contribution / active EE | $5,550 | $5,261+5.5% | $4,735+17.2% | $4,762+16.5% |
| Participant deferral / active EE | $9,888 | $7,109+39.1% | $6,709+47.4% | $5,850+69.0% |
| Admin fee / account holder | $95 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |