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 4-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 | $11,773 | $110,257-89.3% | $96,544-87.8% | $139,434-91.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 32.64% | 26.32%+6.3pp | 25.84%+6.8pp | 372.94%-340.3pp |
| Employer contribution / active EE | $2,664 | $3,620-26.4% | $2,965-10.2% | $4,751-43.9% |
| Participant deferral / active EE | $4,182 | $5,548-24.6% | $4,851-13.8% | $6,710-37.7% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |