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 4-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 | $16,874 | $185,822-90.9% | $169,993-90.1% | $139,434-87.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 27.96% | 60.50%-32.5pp | 53.37%-25.4pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,886 | $7,590-75.1% | $6,785-72.2% | $4,751-60.3% |
| Participant deferral / active EE | $5,004 | $11,622-56.9% | $10,408-51.9% | $6,710-25.4% |
| Admin fee / account holder | $66 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |