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 | $10,458 | $111,814-90.6% | $103,374-89.9% | $145,959-92.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 29.09% | 24.77%+4.3pp | 24.89%+4.2pp | 561.95%-532.9pp |
| Employer contribution / active EE | $4,261 | $4,214+1.1% | $3,869+10.1% | $4,661-8.6% |
| Participant deferral / active EE | $5,506 | $5,618-2.0% | $5,058+8.9% | $6,689-17.7% |
| Admin fee / account holder | $25 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |