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 | $13,012 | $202,432-93.6% | $169,368-92.3% | $139,434-90.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.13% | 531.74%-504.6pp | 405.60%-378.5pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,970 | $4,692-36.7% | $4,013-26.0% | $4,751-37.5% |
| Participant deferral / active EE | $4,823 | $6,938-30.5% | $6,221-22.5% | $6,710-28.1% |
| Admin fee / account holder | $42 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |