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 9-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 | $23,563 | $83,477-71.8% | $125,175-81.2% | $72,985-67.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.86% | 25.78%-0.9pp | 43.79%-18.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,217 | $2,345-5.5% | $3,865-42.6% | $2,440-9.1% |
| Participant deferral / active EE | $4,886 | $3,585+36.3% | $4,937-1.0% | $3,607+35.4% |
| Admin fee / account holder | $255 | $5,517-95.4% | $9,702-97.4% | $5,124-95.0% |