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 | $20,613 | $93,571-78.0% | $135,903-84.8% | $75,163-72.6% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 28.28% | 30.90%-2.6pp | 68.23%-39.9pp | 160.62%-132.3pp |
| Employer contribution / active EE | $2,705 | $3,537-23.5% | $4,856-44.3% | $2,670+1.3% |
| Participant deferral / active EE | $5,362 | $6,404-16.3% | $7,758-30.9% | $4,125+30.0% |
| Admin fee / account holder | $215 | $6,975-96.9% | $10,762-98.0% | $5,651-96.2% |