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 | $15,826 | $183,519-91.4% | $155,509-89.8% | $145,922-89.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.00% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,386 | $5,313-73.9% | $4,672-70.3% | $4,660-70.3% |
| Participant deferral / active EE | $2,660 | $6,462-58.8% | $5,626-52.7% | $6,688-60.2% |
| Admin fee / account holder | $230 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |