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 | $19,945 | $238,490-91.6% | $180,183-88.9% | $142,382-86.0% |
| Participation rate | 87.5% | 82.3%+5.2pp | 77.4%+10.1pp | 80.1%+7.4pp |
| Annual return | 23.28% | 33.56%-10.3pp | 27.86%-4.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,778 | $6,143-54.8% | $5,039-44.9% | $4,299-35.4% |
| Participant deferral / active EE | $4,768 | $7,996-40.4% | $6,822-30.1% | $6,507-26.7% |
| Admin fee / account holder | $71 | $28,866-99.8% | $19,975-99.6% | $12,624-99.4% |