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 | $20,359 | $201,272-89.9% | $184,203-88.9% | $145,922-86.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 21.08% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,773 | $7,022-74.7% | $6,427-72.4% | $4,660-61.9% |
| Participant deferral / active EE | $3,334 | $9,806-66.0% | $9,131-63.5% | $6,688-50.1% |
| Admin fee / account holder | $26 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |