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 | $14,931 | $183,519-91.9% | $155,509-90.4% | $145,922-89.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,400 | $5,313-73.6% | $4,672-70.0% | $4,660-69.9% |
| Participant deferral / active EE | $2,416 | $6,462-62.6% | $5,626-57.1% | $6,688-63.9% |
| Admin fee / account holder | $134 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |