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 | $16,858 | $135,952-87.6% | $123,892-86.4% | $273,961-93.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.41% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $5,844 | $5,170+13.0% | $4,617+26.6% | $4,869+20.0% |
| Participant deferral / active EE | $3,492 | $6,343-44.9% | $5,984-41.6% | $5,287-33.9% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,132-99.9% |