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 | $13,208 | $73,933-82.1% | $96,683-86.3% | $75,163-82.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 46.70% | 26.70%+20.0pp | 35.69%+11.0pp | 160.62%-113.9pp |
| Employer contribution / active EE | $3,127 | $2,928+6.8% | $3,737-16.3% | $2,670+17.1% |
| Participant deferral / active EE | $3,390 | $3,659-7.3% | $4,878-30.5% | $4,125-17.8% |
| Admin fee / account holder | $204 | $5,216-96.1% | $6,730-97.0% | $5,651-96.4% |