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 | $10,731 | $238,490-95.5% | $180,183-94.0% | $142,382-92.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.90% | 33.56%-18.7pp | 27.86%-13.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,986 | $6,143-67.7% | $5,039-60.6% | $4,299-53.8% |
| Participant deferral / active EE | $2,400 | $7,996-70.0% | $6,822-64.8% | $6,507-63.1% |
| Admin fee / account holder | $170 | $28,866-99.4% | $19,975-99.2% | $12,624-98.7% |