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 | $12,916 | $74,927-82.8% | $101,794-87.3% | $84,808-84.8% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 23.26% | 18.70%+4.6pp | 30.53%-7.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $984 | $1,522-35.4% | $2,289-57.0% | $2,631-62.6% |
| Participant deferral / active EE | $3,747 | $3,099+20.9% | $4,084-8.2% | $4,212-11.0% |
| Admin fee / account holder | $94 | $6,514-98.6% | $8,777-98.9% | $7,344-98.7% |