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 | $12,416 | $154,228-91.9% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 25.82% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,734 | $4,804-63.9% | $4,554-61.9% | $4,156-58.3% |
| Participant deferral / active EE | $3,121 | $8,216-62.0% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $26 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |