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 | $14,492 | $178,174-91.9% | $156,181-90.7% | $137,256-89.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 25.15% | 84.19%-59.0pp | 64.87%-39.7pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,505 | $4,972-69.7% | $4,294-65.0% | $4,156-63.8% |
| Participant deferral / active EE | $2,535 | $6,888-63.2% | $6,132-58.7% | $6,407-60.4% |
| Admin fee / account holder | $12 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |