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 | $172,478-92.0% | $145,661-90.5% | $142,382-90.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 24.38% | 151.09%-126.7pp | 101.46%-77.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,832 | $4,899-62.6% | $4,238-56.8% | $4,299-57.4% |
| Participant deferral / active EE | $5,184 | $8,348-37.9% | $7,198-28.0% | $6,507-20.3% |
| Admin fee / account holder | $93 | $16,864-99.4% | $12,466-99.3% | $12,624-99.3% |