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 | $17,293 | $124,425-86.1% | $112,040-84.6% | $137,256-87.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 21.85% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,844 | $3,411-45.9% | $2,954-37.6% | $4,156-55.6% |
| Participant deferral / active EE | $3,493 | $5,718-38.9% | $5,098-31.5% | $6,407-45.5% |
| Admin fee / account holder | $21 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |