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 | $15,351 | $58,523-73.8% | $99,443-84.6% | $72,985-79.0% |
| Participation rate | 72.8% | 64.6%+8.2pp | 73.8%-1.0pp | 69.5%+3.3pp |
| Annual return | 19.38% | 28.51%-9.1pp | 30.72%-11.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $896 | $1,512-40.7% | $2,540-64.7% | $2,440-63.3% |
| Participant deferral / active EE | $1,216 | $2,606-53.3% | $3,619-66.4% | $3,607-66.3% |
| Admin fee / account holder | $19 | $4,102-99.5% | $6,250-99.7% | $5,124-99.6% |