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 | $9,446 | $154,228-93.9% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 32.10% | 74.59%-42.5pp | 66.58%-34.5pp | 220.34%-188.2pp |
| Employer contribution / active EE | $1,713 | $4,804-64.3% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $3,440 | $8,216-58.1% | $7,897-56.4% | $6,407-46.3% |
| Admin fee / account holder | $265 | $14,344-98.2% | $13,129-98.0% | $12,270-97.8% |