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 4-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 | $17,030 | $159,901-89.3% | $146,958-88.4% | $145,922-88.3% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 16.61% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,778 | $5,286-66.4% | $4,933-63.9% | $4,660-61.8% |
| Participant deferral / active EE | $6,237 | $8,428-26.0% | $8,070-22.7% | $6,688-6.7% |
| Admin fee / account holder | $228 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |