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 3-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 | $19,868 | $179,726-88.9% | $156,263-87.3% | $142,382-86.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 31.52% | 77.86%-46.3pp | 59.47%-27.9pp | 217.08%-185.6pp |
| Employer contribution / active EE | $2,436 | $5,069-51.9% | $4,333-43.8% | $4,299-43.3% |
| Participant deferral / active EE | $7,730 | $6,956+11.1% | $6,158+25.5% | $6,507+18.8% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |