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 | $38,052 | $148,978-74.5% | $200,582-81.0% | $84,808-55.1% |
| Participation rate | 92.4% | 84.2%+8.2pp | 86.9%+5.5pp | 68.3%+24.1pp |
| Annual return | 29.22% | 28.16%+1.1pp | 42.33%-13.1pp | 40.90%-11.7pp |
| Employer contribution / active EE | $2,664 | $4,815-44.7% | $6,419-58.5% | $2,631+1.3% |
| Participant deferral / active EE | $8,369 | $7,142+17.2% | $9,331-10.3% | $4,212+98.7% |
| Admin fee / account holder | $249 | $13,977-98.2% | $16,305-98.5% | $7,344-96.6% |