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 | $7,508 | $114,381-93.4% | $107,525-93.0% | $142,382-94.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 24.02% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,466 | $4,015-38.6% | $3,754-34.3% | $4,299-42.6% |
| Participant deferral / active EE | $5,696 | $5,564+2.4% | $5,116+11.4% | $6,507-12.5% |
| Admin fee / account holder | $249 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |