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 | $22,144 | $209,336-89.4% | $197,124-88.8% | $137,256-83.9% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 13.27% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,589 | $6,591-75.9% | $6,227-74.5% | $4,156-61.8% |
| Participant deferral / active EE | $7,342 | $9,614-23.6% | $9,135-19.6% | $6,407+14.6% |
| Admin fee / account holder | $123 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |