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 | $13,752 | $117,841-88.3% | $102,423-86.6% | $145,922-90.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.89% | 31.65%-17.8pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,407 | $3,615-33.4% | $3,023-20.4% | $4,660-48.3% |
| Participant deferral / active EE | $3,185 | $5,731-44.4% | $5,053-37.0% | $6,688-52.4% |
| Admin fee / account holder | $97 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |