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 4-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 | $14,430 | $154,228-90.6% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 23.03% | 74.59%-51.6pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,266 | $4,804-73.6% | $4,554-72.2% | $4,156-69.5% |
| Participant deferral / active EE | $2,607 | $8,216-68.3% | $7,897-67.0% | $6,407-59.3% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |