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 | $13,413 | $163,101-91.8% | $136,749-90.2% | $142,382-90.6% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 23.63% | 27.54%-3.9pp | 24.33%-0.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,446 | $4,117-64.9% | $3,400-57.5% | $4,299-66.4% |
| Participant deferral / active EE | $2,957 | $5,585-47.1% | $4,692-37.0% | $6,507-54.6% |
| Admin fee / account holder | $19 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |