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 | $10,431 | $176,056-94.1% | $159,436-93.5% | $167,490-93.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.43% | 331.75%-303.3pp | 263.57%-235.1pp | 478.56%-450.1pp |
| Employer contribution / active EE | $4,973 | $5,297-6.1% | $4,829+3.0% | $4,837+2.8% |
| Participant deferral / active EE | $7,994 | $7,750+3.2% | $7,352+8.7% | $6,341+26.1% |
| Admin fee / account holder | $53 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |