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 | $13,093 | $93,571-86.0% | $135,903-90.4% | $75,163-82.6% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 53.75% | 30.90%+22.8pp | 68.23%-14.5pp | 160.62%-106.9pp |
| Employer contribution / active EE | $3,462 | $3,537-2.1% | $4,856-28.7% | $2,670+29.7% |
| Participant deferral / active EE | $6,708 | $6,404+4.7% | $7,758-13.5% | $4,125+62.6% |
| Admin fee / account holder | $179 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |