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 | $9,713 | $185,822-94.8% | $169,993-94.3% | $139,434-93.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.55% | 60.50%-25.0pp | 53.37%-17.8pp | 372.94%-337.4pp |
| Employer contribution / active EE | $2,809 | $7,590-63.0% | $6,785-58.6% | $4,751-40.9% |
| Participant deferral / active EE | $4,219 | $11,622-63.7% | $10,408-59.5% | $6,710-37.1% |
| Admin fee / account holder | $86 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |