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 7-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 | $15,294 | $149,679-89.8% | $117,039-86.9% | $147,584-89.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.25% | 19.31%+0.9pp | 18.95%+1.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,788 | $4,937-63.8% | $3,785-52.8% | $4,876-63.3% |
| Participant deferral / active EE | $2,123 | $4,912-56.8% | $3,929-46.0% | $5,439-61.0% |
| Admin fee / account holder | $111 | $7,856-98.6% | $5,974-98.1% | $10,885-99.0% |