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 | $178,174-88.6% | $156,181-87.0% | $137,256-85.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 23.01% | 84.19%-61.2pp | 64.87%-41.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,675 | $4,972-66.3% | $4,294-61.0% | $4,156-59.7% |
| Participant deferral / active EE | $5,915 | $6,888-14.1% | $6,132-3.5% | $6,407-7.7% |
| Admin fee / account holder | $135 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |