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 | $18,835 | $79,944-76.4% | $98,439-80.9% | $75,163-74.9% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.2%+5.4pp | 67.2%+13.4pp |
| Annual return | 23.59% | 19.75%+3.8pp | 21.16%+2.4pp | 160.62%-137.0pp |
| Employer contribution / active EE | $8,797 | $2,264+288.6% | $3,048+188.6% | $2,670+229.5% |
| Participant deferral / active EE | $1,666 | $3,752-55.6% | $4,738-64.8% | $4,125-59.6% |
| Admin fee / account holder | $67 | $6,840-99.0% | $8,948-99.3% | $5,651-98.8% |