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 | $35,100 | $138,347-74.6% | $184,203-80.9% | $80,856-56.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 25.37% | 20.02%+5.3pp | 28.81%-3.4pp | 35.59%-10.2pp |
| Employer contribution / active EE | $3,823 | $4,850-21.2% | $6,427-40.5% | $2,755+38.8% |
| Participant deferral / active EE | $8,410 | $7,071+18.9% | $9,131-7.9% | $4,296+95.8% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |