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 8-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 | $12,563 | $96,484-87.0% | $75,886-83.4% | $152,861-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.80% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,712 | $3,309+12.2% | $2,500+48.5% | $4,762-22.1% |
| Participant deferral / active EE | $4,550 | $4,553-0.1% | $3,603+26.3% | $5,850-22.2% |
| Admin fee / account holder | $147 | $8,078-98.2% | $5,418-97.3% | $11,596-98.7% |