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 | $14,467 | $109,881-86.8% | $150,045-90.4% | $84,808-82.9% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 26.63% | 28.25%-1.6pp | 62.55%-35.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,645 | $3,561-53.8% | $4,693-65.0% | $2,631-37.5% |
| Participant deferral / active EE | $3,900 | $6,636-41.2% | $7,997-51.2% | $4,212-7.4% |
| Admin fee / account holder | $242 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |