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 | $14,504 | $159,602-90.9% | $150,045-90.3% | $142,382-89.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 27.72% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,862 | $4,961-62.5% | $4,693-60.3% | $4,299-56.7% |
| Participant deferral / active EE | $3,101 | $8,310-62.7% | $7,997-61.2% | $6,507-52.4% |
| Admin fee / account holder | $22 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |