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 | $15,165 | $105,181-85.6% | $159,436-90.5% | $85,850-82.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 519.22% | 45.07%+474.1pp | 263.57%+255.7pp | 318.53%+200.7pp |
| Employer contribution / active EE | $2,933 | $3,318-11.6% | $4,829-39.3% | $2,565+14.4% |
| Participant deferral / active EE | $7,333 | $5,945+23.3% | $7,352-0.3% | $3,952+85.6% |
| Admin fee / account holder | $54 | $6,933-99.2% | $10,799-99.5% | $6,260-99.1% |