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 | $10,216 | $154,228-93.4% | $145,433-93.0% | $137,256-92.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 27.98% | 74.59%-46.6pp | 66.58%-38.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $2,289 | $4,804-52.4% | $4,554-49.8% | $4,156-44.9% |
| Participant deferral / active EE | $3,121 | $8,216-62.0% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $11 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |