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 | $16,414 | $109,413-85.0% | $156,263-89.5% | $84,808-80.6% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 19.97% | 20.18%-0.2pp | 59.47%-39.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,093 | $2,907-62.4% | $4,333-74.8% | $2,631-58.5% |
| Participant deferral / active EE | $2,453 | $4,590-46.6% | $6,158-60.2% | $4,212-41.8% |
| Admin fee / account holder | $7 | $9,357-99.9% | $14,255-100.0% | $7,344-99.9% |