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 5-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 | $11,565 | $185,822-93.8% | $169,993-93.2% | $139,434-91.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 22.54% | 60.50%-38.0pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,454 | $7,590-80.8% | $6,785-78.6% | $4,751-69.4% |
| Participant deferral / active EE | $3,527 | $11,622-69.7% | $10,408-66.1% | $6,710-47.4% |
| Admin fee / account holder | $156 | $15,381-99.0% | $12,815-98.8% | $11,403-98.6% |