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 | $214,378-89.7% | $200,582-89.0% | $142,382-84.4% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 13.27% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,589 | $6,841-76.8% | $6,419-75.3% | $4,299-63.0% |
| Participant deferral / active EE | $7,342 | $9,865-25.6% | $9,331-21.3% | $6,507+12.8% |
| Admin fee / account holder | $123 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |