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 8-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 | $19,044 | $72,492-73.7% | $87,100-78.1% | $72,985-73.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 26.34% | 24.46%+1.9pp | 28.19%-1.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,127 | $1,894+12.3% | $2,521-15.6% | $2,440-12.8% |
| Participant deferral / active EE | $4,248 | $3,270+29.9% | $4,049+4.9% | $3,607+17.8% |
| Admin fee / account holder | $215 | $5,055-95.7% | $7,497-97.1% | $5,124-95.8% |