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 | $12,285 | $183,519-93.3% | $155,509-92.1% | $145,922-91.6% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 15.05% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,236 | $5,313-76.7% | $4,672-73.6% | $4,660-73.5% |
| Participant deferral / active EE | $1,901 | $6,462-70.6% | $5,626-66.2% | $6,688-71.6% |
| Admin fee / account holder | $220 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |