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 | $19,895 | $185,822-89.3% | $169,993-88.3% | $139,434-85.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.04% | 60.50%-25.5pp | 53.37%-18.3pp | 372.94%-337.9pp |
| Employer contribution / active EE | $3,621 | $7,590-52.3% | $6,785-46.6% | $4,751-23.8% |
| Participant deferral / active EE | $7,455 | $11,622-35.9% | $10,408-28.4% | $6,710+11.1% |
| Admin fee / account holder | $21 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |