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 | $21,199 | $179,726-88.2% | $156,263-86.4% | $142,382-85.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 26.91% | 77.86%-51.0pp | 59.47%-32.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,250 | $5,069-55.6% | $4,333-48.1% | $4,299-47.7% |
| Participant deferral / active EE | $8,561 | $6,956+23.1% | $6,158+39.0% | $6,507+31.6% |
| Admin fee / account holder | $72 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |