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 5-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 | $9,643 | $176,812-94.5% | $146,665-93.4% | $167,490-94.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 23.95% | 24.03%-0.1pp | 22.74%+1.2pp | 478.56%-454.6pp |
| Employer contribution / active EE | $2,137 | $5,160-58.6% | $4,136-48.3% | $4,837-55.8% |
| Participant deferral / active EE | $6,504 | $6,440+1.0% | $5,506+18.1% | $6,341+2.6% |
| Admin fee / account holder | $44 | $13,259-99.7% | $10,280-99.6% | $12,309-99.6% |