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 | $12,429 | $185,822-93.3% | $169,993-92.7% | $139,434-91.1% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 30.71% | 60.50%-29.8pp | 53.37%-22.7pp | 372.94%-342.2pp |
| Employer contribution / active EE | $2,815 | $7,590-62.9% | $6,785-58.5% | $4,751-40.7% |
| Participant deferral / active EE | $3,739 | $11,622-67.8% | $10,408-64.1% | $6,710-44.3% |
| Admin fee / account holder | $169 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |