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 | $23,196 | $185,822-87.5% | $169,993-86.4% | $139,434-83.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 55.86% | 60.50%-4.6pp | 53.37%+2.5pp | 372.94%-317.1pp |
| Employer contribution / active EE | $1,702 | $7,590-77.6% | $6,785-74.9% | $4,751-64.2% |
| Participant deferral / active EE | $12,984 | $11,622+11.7% | $10,408+24.8% | $6,710+93.5% |
| Admin fee / account holder | $172 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |