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 | $11,546 | $154,228-92.5% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.06% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,436 | $4,804-70.1% | $4,554-68.5% | $4,156-65.4% |
| Participant deferral / active EE | $4,925 | $8,216-40.1% | $7,897-37.6% | $6,407-23.1% |
| Admin fee / account holder | $112 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |