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 | $17,245 | $175,202-90.2% | $149,673-88.5% | $139,434-87.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.91% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,273 | $5,474-58.5% | $4,818-52.8% | $4,751-52.2% |
| Participant deferral / active EE | $3,757 | $6,519-42.4% | $5,680-33.9% | $6,710-44.0% |
| Admin fee / account holder | $62 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |