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 4-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 | $13,494 | $148,534-90.9% | $135,903-90.1% | $139,434-90.3% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 23.84% | 79.19%-55.3pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,671 | $5,243-68.1% | $4,856-65.6% | $4,751-64.8% |
| Participant deferral / active EE | $2,757 | $8,100-66.0% | $7,758-64.5% | $6,710-58.9% |
| Admin fee / account holder | $77 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |