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 | $12,375 | $214,378-94.2% | $200,582-93.8% | $142,382-91.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.81% | 46.41%-14.6pp | 42.33%-10.5pp | 217.08%-185.3pp |
| Employer contribution / active EE | $2,205 | $6,841-67.8% | $6,419-65.6% | $4,299-48.7% |
| Participant deferral / active EE | $3,100 | $9,865-68.6% | $9,331-66.8% | $6,507-52.4% |
| Admin fee / account holder | $53 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |