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 | $21,392 | $185,822-88.5% | $169,993-87.4% | $139,434-84.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 22.58% | 60.50%-37.9pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,105 | $7,590-45.9% | $6,785-39.5% | $4,751-13.6% |
| Participant deferral / active EE | $4,528 | $11,622-61.0% | $10,408-56.5% | $6,710-32.5% |
| Admin fee / account holder | $227 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |