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 | $11,899 | $148,534-92.0% | $135,903-91.2% | $139,434-91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.54% | 79.19%-49.6pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $2,977 | $5,243-43.2% | $4,856-38.7% | $4,751-37.3% |
| Participant deferral / active EE | $3,027 | $8,100-62.6% | $7,758-61.0% | $6,710-54.9% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |