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 | $18,087 | $86,929-79.2% | $102,423-82.3% | $80,856-77.6% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 14.32% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,647 | $2,369-30.5% | $3,023-45.5% | $2,755-40.2% |
| Participant deferral / active EE | $3,042 | $4,118-26.1% | $5,053-39.8% | $4,296-29.2% |
| Admin fee / account holder | $282 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |