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 | $18,965 | $109,881-82.7% | $150,045-87.4% | $84,808-77.6% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 26.64% | 28.25%-1.6pp | 62.55%-35.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,891 | $3,561-46.9% | $4,693-59.7% | $2,631-28.1% |
| Participant deferral / active EE | $7,957 | $6,636+19.9% | $7,997-0.5% | $4,212+88.9% |
| Admin fee / account holder | $182 | $8,568-97.9% | $13,435-98.6% | $7,344-97.5% |