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 5-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 | $23,443 | $185,822-87.4% | $169,993-86.2% | $139,434-83.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 19.50% | 60.50%-41.0pp | 53.37%-33.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,405 | $7,590-68.3% | $6,785-64.6% | $4,751-49.4% |
| Participant deferral / active EE | $11,267 | $11,622-3.1% | $10,408+8.3% | $6,710+67.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |