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 | $13,587 | $117,841-88.5% | $102,423-86.7% | $145,922-90.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 25.81% | 31.65%-5.8pp | 29.32%-3.5pp | 561.29%-535.5pp |
| Employer contribution / active EE | $2,615 | $3,615-27.7% | $3,023-13.5% | $4,660-43.9% |
| Participant deferral / active EE | $4,799 | $5,731-16.3% | $5,053-5.0% | $6,688-28.2% |
| Admin fee / account holder | $144 | $13,326-98.9% | $9,451-98.5% | $13,397-98.9% |