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 | $13,790 | $165,584-91.7% | $142,942-90.4% | $137,256-90.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 76.8%-1.8pp | 80.0%-5.0pp |
| Annual return | 24.38% | 164.22%-139.8pp | 113.70%-89.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,832 | $4,725-61.2% | $4,139-55.8% | $4,156-55.9% |
| Participant deferral / active EE | $5,184 | $8,194-36.7% | $7,128-27.3% | $6,407-19.1% |
| Admin fee / account holder | $93 | $16,167-99.4% | $12,475-99.3% | $12,270-99.2% |