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 6-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 | $23,979 | $79,944-70.0% | $98,439-75.6% | $75,163-68.1% |
| Participation rate | 89.3% | 70.4%+18.9pp | 75.2%+14.1pp | 67.2%+22.1pp |
| Annual return | 22.50% | 19.75%+2.7pp | 21.16%+1.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,867 | $2,264-17.5% | $3,048-38.7% | $2,670-30.1% |
| Participant deferral / active EE | $4,737 | $3,752+26.3% | $4,7380% | $4,125+14.8% |
| Admin fee / account holder | $145 | $6,840-97.9% | $8,948-98.4% | $5,651-97.4% |