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 | $14,076 | $217,402-93.5% | $185,823-92.4% | $167,490-91.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.77% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,850 | $5,873-0.4% | $5,167+13.2% | $4,837+20.9% |
| Participant deferral / active EE | $6,257 | $6,356-1.6% | $5,568+12.4% | $6,341-1.3% |
| Admin fee / account holder | $42 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |