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 | $10,199 | $159,901-93.6% | $146,958-93.1% | $145,922-93.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 12.31% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,330 | $5,286-74.8% | $4,933-73.0% | $4,660-71.5% |
| Participant deferral / active EE | $5,097 | $8,428-39.5% | $8,070-36.8% | $6,688-23.8% |
| Admin fee / account holder | $23 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |