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 | $10,430 | $177,572-94.1% | $154,803-93.3% | $142,382-92.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.03% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,151 | $4,810-76.1% | $4,305-73.3% | $4,299-73.2% |
| Participant deferral / active EE | $2,098 | $6,272-66.5% | $5,540-62.1% | $6,507-67.8% |
| Admin fee / account holder | $163 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |