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 | $16,226 | $117,841-86.2% | $102,423-84.2% | $145,922-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,321 | $3,615-35.8% | $3,023-23.2% | $4,660-50.2% |
| Participant deferral / active EE | $3,867 | $5,731-32.5% | $5,053-23.5% | $6,688-42.2% |
| Admin fee / account holder | $147 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |