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 | $12,992 | $140,940-90.8% | $112,229-88.4% | $139,434-90.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.83% | 32.71%-0.9pp | 30.20%+1.6pp | 372.94%-341.1pp |
| Employer contribution / active EE | $3,561 | $4,283-16.9% | $3,430+3.8% | $4,751-25.0% |
| Participant deferral / active EE | $7,279 | $5,874+23.9% | $4,798+51.7% | $6,710+8.5% |
| Admin fee / account holder | $15 | $9,954-99.8% | $7,748-99.8% | $11,403-99.9% |