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 6-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 | $21,763 | $185,822-88.3% | $169,993-87.2% | $139,434-84.4% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 25.66% | 60.50%-34.8pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,988 | $7,590-60.6% | $6,785-56.0% | $4,751-37.1% |
| Participant deferral / active EE | $4,276 | $11,622-63.2% | $10,408-58.9% | $6,710-36.3% |
| Admin fee / account holder | $120 | $15,381-99.2% | $12,815-99.1% | $11,403-98.9% |