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 | $14,220 | $117,841-87.9% | $102,423-86.1% | $145,922-90.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 13.86% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,771 | $3,615-51.0% | $3,023-41.4% | $4,660-62.0% |
| Participant deferral / active EE | $2,138 | $5,731-62.7% | $5,053-57.7% | $6,688-68.0% |
| Admin fee / account holder | $102 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |