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 | $19,644 | $70,428-72.1% | $96,562-79.7% | $85,850-77.1% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 18.79% | 18.59%+0.2pp | 37.78%-19.0pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,987 | $1,413+40.6% | $2,356-15.7% | $2,565-22.6% |
| Participant deferral / active EE | $2,758 | $2,894-4.7% | $3,849-28.3% | $3,952-30.2% |
| Admin fee / account holder | $19 | $4,997-99.6% | $6,181-99.7% | $6,260-99.7% |