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 | $25,332 | $201,272-87.4% | $184,203-86.2% | $145,922-82.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 34.99% | 29.00%+6.0pp | 28.81%+6.2pp | 561.29%-526.3pp |
| Employer contribution / active EE | $2,244 | $7,022-68.0% | $6,427-65.1% | $4,660-51.8% |
| Participant deferral / active EE | $13,189 | $9,806+34.5% | $9,131+44.4% | $6,688+97.2% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |