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 | $7,735 | $48,230-84.0% | $67,502-88.5% | $80,856-90.4% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.3pp |
| Annual return | 15.69% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,900 | $2,020-5.9% | $2,731-30.4% | $2,755-31.0% |
| Participant deferral / active EE | $2,692 | $2,924-7.9% | $4,000-32.7% | $4,296-37.3% |
| Admin fee / account holder | $159 | $3,681-95.7% | $3,998-96.0% | $6,918-97.7% |