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 | $11,848 | $148,534-92.0% | $135,903-91.3% | $139,434-91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.70% | 79.19%-51.5pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $4,530 | $5,243-13.6% | $4,856-6.7% | $4,751-4.6% |
| Participant deferral / active EE | $4,530 | $8,100-44.1% | $7,758-41.6% | $6,710-32.5% |
| Admin fee / account holder | $255 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |