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 | $11,935 | $154,228-92.3% | $145,433-91.8% | $137,256-91.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.70% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,596 | $4,804-66.8% | $4,554-65.0% | $4,156-61.6% |
| Participant deferral / active EE | $3,727 | $8,216-54.6% | $7,897-52.8% | $6,407-41.8% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |