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 | $12,473 | $176,812-92.9% | $146,665-91.5% | $167,490-92.6% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 21.75% | 24.03%-2.3pp | 22.74%-1.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,095 | $5,160-78.8% | $4,136-73.5% | $4,837-77.4% |
| Participant deferral / active EE | $3,676 | $6,440-42.9% | $5,506-33.2% | $6,341-42.0% |
| Admin fee / account holder | $13 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |