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 | $9,124 | $111,754-91.8% | $103,333-91.2% | $145,922-93.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 15.86% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,534 | $4,212-63.6% | $3,868-60.3% | $4,660-67.1% |
| Participant deferral / active EE | $2,048 | $5,619-63.6% | $5,057-59.5% | $6,688-69.4% |
| Admin fee / account holder | $229 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |