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 | $15,730 | $214,378-92.7% | $200,582-92.2% | $142,382-89.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.61% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,648 | $6,841-75.9% | $6,419-74.3% | $4,299-61.7% |
| Participant deferral / active EE | $6,054 | $9,865-38.6% | $9,331-35.1% | $6,507-7.0% |
| Admin fee / account holder | $85 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |