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 8-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 | $13,519 | $107,934-87.5% | $91,989-85.3% | $152,861-91.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 18.60% | 89.24%-70.6pp | 69.02%-50.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,847 | $4,210-32.4% | $3,452-17.5% | $4,762-40.2% |
| Participant deferral / active EE | $5,680 | $6,364-10.8% | $5,923-4.1% | $5,850-2.9% |
| Admin fee / account holder | $17 | $10,520-99.8% | $7,743-99.8% | $11,596-99.9% |