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 | $12,117 | $93,571-87.0% | $135,903-91.1% | $75,163-83.9% |
| Participation rate | 93.2% | 75.2%+18.1pp | 81.9%+11.3pp | 67.2%+26.1pp |
| Annual return | 25.97% | 30.90%-4.9pp | 68.23%-42.3pp | 160.62%-134.7pp |
| Employer contribution / active EE | $1,264 | $3,537-64.3% | $4,856-74.0% | $2,670-52.6% |
| Participant deferral / active EE | $5,509 | $6,404-14.0% | $7,758-29.0% | $4,125+33.5% |
| Admin fee / account holder | $160 | $6,975-97.7% | $10,762-98.5% | $5,651-97.2% |