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 | $14,819 | $93,571-84.2% | $135,903-89.1% | $75,163-80.3% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 32.81% | 30.90%+1.9pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $2,650 | $3,537-25.1% | $4,856-45.4% | $2,670-0.8% |
| Participant deferral / active EE | $5,543 | $6,404-13.4% | $7,758-28.5% | $4,125+34.4% |
| Admin fee / account holder | $17 | $6,975-99.8% | $10,762-99.8% | $5,651-99.7% |