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 6-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 | $15,924 | $227,553-93.0% | $189,557-91.6% | $167,490-90.5% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 20.10% | 78.40%-58.3pp | 64.17%-44.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,157 | $5,316-78.2% | $4,412-73.8% | $4,837-76.1% |
| Participant deferral / active EE | $3,951 | $7,002-43.6% | $6,174-36.0% | $6,341-37.7% |
| Admin fee / account holder | $185 | $11,878-98.4% | $9,807-98.1% | $12,309-98.5% |