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 | $11,794 | $183,592-93.6% | $155,567-92.4% | $145,959-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.61% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,651 | $5,315-68.9% | $4,674-64.7% | $4,661-64.6% |
| Participant deferral / active EE | $2,167 | $6,464-66.5% | $5,628-61.5% | $6,689-67.6% |
| Admin fee / account holder | $15 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |