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 | $11,528 | $117,841-90.2% | $102,423-88.7% | $145,922-92.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 16.07% | 31.65%-15.6pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,571 | $3,615-56.5% | $3,023-48.0% | $4,660-66.3% |
| Participant deferral / active EE | $1,930 | $5,731-66.3% | $5,053-61.8% | $6,688-71.1% |
| Admin fee / account holder | $21 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |