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 | $10,293 | $177,572-94.2% | $154,803-93.4% | $142,382-92.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 28.75% | 65.07%-36.3pp | 58.88%-30.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $4,884 | $4,810+1.5% | $4,305+13.4% | $4,299+13.6% |
| Participant deferral / active EE | $2,780 | $6,272-55.7% | $5,540-49.8% | $6,507-57.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |