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 | $11,216 | $65,041-82.8% | $90,951-87.7% | $79,858-86.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 22.28% | 30.45%-8.2pp | 134.60%-112.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,769 | $1,247+41.8% | $2,122-16.7% | $2,471-28.4% |
| Participant deferral / active EE | $2,532 | $2,512+0.8% | $3,373-24.9% | $3,740-32.3% |
| Admin fee / account holder | $245 | $4,536-94.6% | $5,959-95.9% | $5,306-95.4% |