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 | $14,441 | $93,571-84.6% | $135,903-89.4% | $75,163-80.8% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 118.18% | 30.90%+87.3pp | 68.23%+49.9pp | 160.62%-42.4pp |
| Employer contribution / active EE | $2,452 | $3,537-30.7% | $4,856-49.5% | $2,670-8.2% |
| Participant deferral / active EE | $5,665 | $6,404-11.5% | $7,758-27.0% | $4,125+37.3% |
| Admin fee / account holder | $164 | $6,975-97.7% | $10,762-98.5% | $5,651-97.1% |