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 | $5,310 | $157,256-96.6% | $141,162-96.2% | $152,861-96.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 173.38% | 64.32%+109.1pp | 71.39%+102.0pp | 345.32%-171.9pp |
| Employer contribution / active EE | $1,917 | $5,261-63.6% | $4,735-59.5% | $4,762-59.7% |
| Participant deferral / active EE | $2,624 | $7,109-63.1% | $6,709-60.9% | $5,850-55.1% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |