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 6-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 | $11,663 | $118,450-90.2% | $98,439-88.2% | $139,434-91.6% |
| Participation rate | 94.1% | 77.4%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | 20.42% | 18.94%+1.5pp | 21.16%-0.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,636 | $3,609-54.7% | $3,048-46.3% | $4,751-65.6% |
| Participant deferral / active EE | $3,374 | $5,392-37.4% | $4,738-28.8% | $6,710-49.7% |
| Admin fee / account holder | $209 | $14,026-98.5% | $8,948-97.7% | $11,403-98.2% |