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 | $12,701 | $115,770-89.0% | $101,248-87.5% | $158,922-92.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 27.50% | 56.14%-28.6pp | 46.47%-19.0pp | 302.83%-275.3pp |
| Employer contribution / active EE | $2,198 | $4,175-47.3% | $3,660-39.9% | $4,761-53.8% |
| Participant deferral / active EE | $2,696 | $4,957-45.6% | $4,370-38.3% | $5,982-54.9% |
| Admin fee / account holder | $98 | $7,245-98.6% | $5,945-98.4% | $11,246-99.1% |