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 | $19,205 | $86,929-77.9% | $102,423-81.2% | $80,856-76.2% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 14.69% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,015 | $2,369-57.2% | $3,023-66.4% | $2,755-63.2% |
| Participant deferral / active EE | $4,014 | $4,118-2.5% | $5,053-20.6% | $4,296-6.6% |
| Admin fee / account holder | $148 | $8,049-98.2% | $9,451-98.4% | $6,918-97.9% |