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 | $15,906 | $148,534-89.3% | $135,903-88.3% | $139,434-88.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.89% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,218 | $5,243-57.7% | $4,856-54.3% | $4,751-53.3% |
| Participant deferral / active EE | $4,889 | $8,100-39.6% | $7,758-37.0% | $6,710-27.1% |
| Admin fee / account holder | $134 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |