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 | $15,933 | $86,929-81.7% | $102,423-84.4% | $80,856-80.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 29.13% | 18.88%+10.2pp | 29.32%-0.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $6,385 | $2,369+169.5% | $3,023+111.2% | $2,755+131.8% |
| Participant deferral / active EE | $6,444 | $4,118+56.5% | $5,053+27.5% | $4,296+50.0% |
| Admin fee / account holder | $206 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |