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 | $13,479 | $95,453-85.9% | $112,040-88.0% | $82,448-83.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 30.63% | 23.92%+6.7pp | 24.52%+6.1pp | 41.64%-11.0pp |
| Employer contribution / active EE | $2,133 | $2,318-8.0% | $2,954-27.8% | $2,551-16.4% |
| Participant deferral / active EE | $2,588 | $4,224-38.7% | $5,098-49.2% | $4,139-37.5% |
| Admin fee / account holder | $104 | $9,013-98.8% | $12,098-99.1% | $7,234-98.6% |