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 | $10,395 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.60% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,915 | $4,961-41.2% | $4,693-37.9% | $4,299-32.2% |
| Participant deferral / active EE | $4,899 | $8,310-41.0% | $7,997-38.7% | $6,507-24.7% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |