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 | $15,303 | $214,378-92.9% | $200,582-92.4% | $142,382-89.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 25.30% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,290 | $6,841-66.5% | $6,419-64.3% | $4,299-46.7% |
| Participant deferral / active EE | $3,228 | $9,865-67.3% | $9,331-65.4% | $6,507-50.4% |
| Admin fee / account holder | $22 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |