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 | $31,459 | $209,832-85.0% | $189,513-83.4% | $167,490-81.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,627 | $6,914+24.8% | $6,162+40.0% | $4,837+78.3% |
| Participant deferral / active EE | $8,278 | $8,935-7.4% | $8,221+0.7% | $6,341+30.5% |
| Admin fee / account holder | $182 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |