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 | $10,555 | $94,031-88.8% | $115,768-90.9% | $82,448-87.2% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.4%+8.9pp | 68.1%+15.3pp |
| Annual return | 23.82% | 20.61%+3.2pp | 100.46%-76.6pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,527 | $2,323-34.3% | $2,940-48.1% | $2,551-40.1% |
| Participant deferral / active EE | $2,589 | $3,972-34.8% | $4,917-47.4% | $4,139-37.5% |
| Admin fee / account holder | $124 | $10,249-98.8% | $12,439-99.0% | $7,234-98.3% |