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 6-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 | $14,361 | $127,777-88.8% | $106,548-86.5% | $167,490-91.4% |
| Participation rate | 79.2% | 78.3%+0.9pp | 76.1%+3.0pp | 82.1%-2.9pp |
| Annual return | 16.33% | 33.87%-17.5pp | 26.80%-10.5pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,855 | $3,427-45.9% | $2,819-34.2% | $4,837-61.7% |
| Participant deferral / active EE | $2,843 | $5,087-44.1% | $4,398-35.4% | $6,341-55.2% |
| Admin fee / account holder | $237 | $11,228-97.9% | $7,407-96.8% | $12,309-98.1% |