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 | $15,092 | $217,402-93.1% | $185,823-91.9% | $167,490-91.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.18% | 148.36%-122.2pp | 122.05%-95.9pp | 478.56%-452.4pp |
| Employer contribution / active EE | $9,119 | $5,873+55.3% | $5,167+76.5% | $4,837+88.5% |
| Participant deferral / active EE | $2,422 | $6,356-61.9% | $5,568-56.5% | $6,341-61.8% |
| Admin fee / account holder | $251 | $19,811-98.7% | $16,237-98.5% | $12,309-98.0% |