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 | $20,364 | $179,726-88.7% | $156,263-87.0% | $142,382-85.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 23.01% | 77.86%-54.8pp | 59.47%-36.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,675 | $5,069-67.0% | $4,333-61.3% | $4,299-61.0% |
| Participant deferral / active EE | $5,915 | $6,956-15.0% | $6,158-4.0% | $6,507-9.1% |
| Admin fee / account holder | $135 | $17,272-99.2% | $14,255-99.1% | $12,624-98.9% |