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 | $10,841 | $86,929-87.5% | $102,423-89.4% | $80,856-86.6% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 18.82% | 18.88%-0.1pp | 29.32%-10.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,175 | $2,369-8.2% | $3,023-28.0% | $2,755-21.0% |
| Participant deferral / active EE | $4,621 | $4,118+12.2% | $5,053-8.6% | $4,296+7.6% |
| Admin fee / account holder | $183 | $8,049-97.7% | $9,451-98.1% | $6,918-97.4% |