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 5-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 | $18,522 | $78,705-76.5% | $117,854-84.3% | $70,131-73.6% |
| Participation rate | 77.1% | 73.2%+3.9pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 24.04% | 23.30%+0.7pp | 335.08%-311.0pp | 73.14%-49.1pp |
| Employer contribution / active EE | $2,332 | $2,223+4.9% | $3,786-38.4% | $2,342-0.4% |
| Participant deferral / active EE | $4,223 | $3,297+28.1% | $4,482-5.8% | $3,332+26.8% |
| Admin fee / account holder | $226 | $5,065-95.5% | $8,020-97.2% | $4,645-95.1% |