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 | $179,726-91.9% | $156,263-90.7% | $142,382-89.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 25.15% | 77.86%-52.7pp | 59.47%-34.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,505 | $5,069-70.3% | $4,333-65.3% | $4,299-65.0% |
| Participant deferral / active EE | $2,535 | $6,956-63.6% | $6,158-58.8% | $6,507-61.0% |
| Admin fee / account holder | $12 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |