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 | $17,186 | $167,307-89.7% | $143,757-88.0% | $134,475-87.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 14.77% | 0.46%+14.3pp | -0.04%+14.8pp | 417.96%-403.2pp |
| Employer contribution / active EE | $3,393 | $5,619-39.6% | $4,951-31.5% | $4,740-28.4% |
| Participant deferral / active EE | $8,130 | $6,446+26.1% | $5,637+44.2% | $6,400+27.0% |
| Admin fee / account holder | $90 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |