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 | $10,954 | $179,726-93.9% | $156,263-93.0% | $142,382-92.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 22.78% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,795 | $5,069-64.6% | $4,333-58.6% | $4,299-58.3% |
| Participant deferral / active EE | $3,120 | $6,956-55.1% | $6,158-49.3% | $6,507-52.1% |
| Admin fee / account holder | $97 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |