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 | $13,523 | $124,281-89.1% | $109,143-87.6% | $167,490-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.67% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,797 | $4,207-9.7% | $3,722+2.0% | $4,837-21.5% |
| Participant deferral / active EE | $5,082 | $5,255-3.3% | $4,653+9.2% | $6,341-19.9% |
| Admin fee / account holder | $70 | $7,970-99.1% | $6,752-99.0% | $12,309-99.4% |