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 | $14,456 | $80,968-82.1% | $96,544-85.0% | $75,163-80.8% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.1pp |
| Annual return | 78.17% | 27.06%+51.1pp | 25.84%+52.3pp | 160.62%-82.4pp |
| Employer contribution / active EE | $2,626 | $2,282+15.1% | $2,965-11.4% | $2,670-1.6% |
| Participant deferral / active EE | $5,489 | $3,928+39.7% | $4,851+13.2% | $4,125+33.1% |
| Admin fee / account holder | $100 | $6,724-98.5% | $8,252-98.8% | $5,651-98.2% |