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 | $8,651 | $183,519-95.3% | $155,509-94.4% | $145,922-94.1% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 11.94% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,576 | $5,313-70.3% | $4,672-66.3% | $4,660-66.2% |
| Participant deferral / active EE | $2,846 | $6,462-56.0% | $5,626-49.4% | $6,688-57.4% |
| Admin fee / account holder | $283 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |