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 | $209,336-92.7% | $197,124-92.2% | $137,256-88.9% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 25.30% | 48.09%-22.8pp | 44.34%-19.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,290 | $6,591-65.2% | $6,227-63.2% | $4,156-44.9% |
| Participant deferral / active EE | $3,228 | $9,614-66.4% | $9,135-64.7% | $6,407-49.6% |
| Admin fee / account holder | $22 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |