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 | $15,981 | $175,202-90.9% | $149,673-89.3% | $139,434-88.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.23% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,461 | $5,474-73.3% | $4,818-69.7% | $4,751-69.2% |
| Participant deferral / active EE | $4,695 | $6,519-28.0% | $5,680-17.3% | $6,710-30.0% |
| Admin fee / account holder | $108 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |