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 4-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 | $18,447 | $154,117-88.0% | $129,995-85.8% | $139,434-86.8% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 32.22% | 32.48%-0.3pp | -137.18%+169.4pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,848 | $5,289-65.1% | $4,320-57.2% | $4,751-61.1% |
| Participant deferral / active EE | $5,851 | $6,710-12.8% | $5,820+0.5% | $6,710-12.8% |
| Admin fee / account holder | $66 | $14,007-99.5% | $10,614-99.4% | $11,403-99.4% |