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 4-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 | $15,877 | $83,908-81.1% | $68,509-76.8% | $125,391-87.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 23823.29% | 14.48%+23808.8pp | 8.27%+23815.0pp | 282.22%+23541.1pp |
| Employer contribution / active EE | $2,453 | $3,031-19.1% | $2,278+7.7% | $4,866-49.6% |
| Participant deferral / active EE | $3,251 | $4,125-21.2% | $3,382-3.9% | $5,352-39.3% |
| Admin fee / account holder | $15 | $8,982-99.8% | $5,275-99.7% | $9,540-99.8% |