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 5-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 | $16,356 | $127,065-87.1% | $113,168-85.5% | $142,382-88.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.00% | 24.03%-2.0pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,274 | $3,442-33.9% | $2,975-23.6% | $4,299-47.1% |
| Participant deferral / active EE | $3,507 | $5,716-38.7% | $5,107-31.3% | $6,507-46.1% |
| Admin fee / account holder | $43 | $15,736-99.7% | $12,068-99.6% | $12,624-99.7% |