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 6-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 | $13,176 | $124,281-89.4% | $109,143-87.9% | $167,490-92.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 26.27% | 26.04%+0.2pp | 25.75%+0.5pp | 478.56%-452.3pp |
| Employer contribution / active EE | $2,872 | $4,207-31.7% | $3,722-22.8% | $4,837-40.6% |
| Participant deferral / active EE | $5,268 | $5,255+0.2% | $4,653+13.2% | $6,341-16.9% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |