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 | $6,363 | $57,016-88.8% | $84,966-92.5% | $80,856-92.1% |
| Participation rate | 87.8% | 56.3%+31.5pp | 67.5%+20.3pp | 67.6%+20.2pp |
| Annual return | 26.50% | 21.66%+4.8pp | 66.38%-39.9pp | 35.59%-9.1pp |
| Employer contribution / active EE | $2,264 | $1,798+26.0% | $2,727-17.0% | $2,755-17.8% |
| Participant deferral / active EE | $3,345 | $3,110+7.6% | $4,519-26.0% | $4,296-22.1% |
| Admin fee / account holder | $280 | $4,980-94.4% | $6,149-95.5% | $6,918-96.0% |