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 | $22,732 | $209,336-89.1% | $197,124-88.5% | $137,256-83.4% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 37.54% | 48.09%-10.5pp | 44.34%-6.8pp | 220.34%-182.8pp |
| Employer contribution / active EE | $3,354 | $6,591-49.1% | $6,227-46.1% | $4,156-19.3% |
| Participant deferral / active EE | $8,887 | $9,614-7.6% | $9,135-2.7% | $6,407+38.7% |
| Admin fee / account holder | $28 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |