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 | $21,678 | $214,378-89.9% | $200,582-89.2% | $142,382-84.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 26.25% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,387 | $6,841-79.7% | $6,419-78.4% | $4,299-67.7% |
| Participant deferral / active EE | $5,987 | $9,865-39.3% | $9,331-35.8% | $6,507-8.0% |
| Admin fee / account holder | $218 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |