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 | $8,899 | $138,044-93.6% | $125,339-92.9% | $134,475-93.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 13.66% | 750.33%-736.7pp | 572.05%-558.4pp | 417.96%-404.3pp |
| Employer contribution / active EE | $2,397 | $5,243-54.3% | $4,814-50.2% | $4,740-49.4% |
| Participant deferral / active EE | $4,121 | $7,799-47.2% | $7,446-44.7% | $6,400-35.6% |
| Admin fee / account holder | $128 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |