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 | $11,317 | $210,648-94.6% | $177,989-93.6% | $145,922-92.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.72% | 385.86%-372.1pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,464 | $4,565-67.9% | $3,949-62.9% | $4,660-68.6% |
| Participant deferral / active EE | $3,781 | $6,958-45.7% | $6,276-39.8% | $6,688-43.5% |
| Admin fee / account holder | $105 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |