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 | $15,021 | $176,056-91.5% | $159,436-90.6% | $167,490-91.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 21.02% | 331.75%-310.7pp | 263.57%-242.5pp | 478.56%-457.5pp |
| Employer contribution / active EE | $3,312 | $5,297-37.5% | $4,829-31.4% | $4,837-31.5% |
| Participant deferral / active EE | $5,685 | $7,750-26.6% | $7,352-22.7% | $6,341-10.4% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |