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 | $27,520 | $95,453-71.2% | $112,040-75.4% | $82,448-66.6% |
| Participation rate | 72.5% | 72.8%-0.2pp | 76.5%-3.9pp | 68.1%+4.5pp |
| Annual return | 17.06% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,827 | $2,318-21.2% | $2,954-38.2% | $2,551-28.4% |
| Participant deferral / active EE | $3,096 | $4,224-26.7% | $5,098-39.3% | $4,139-25.2% |
| Admin fee / account holder | $87 | $9,013-99.0% | $12,098-99.3% | $7,234-98.8% |