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 6-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 | $13,347 | $86,286-84.5% | $111,297-88.0% | $85,850-84.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.01% | 19.99%-3.0pp | 54.65%-37.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,247 | $2,043+10.0% | $2,731-17.7% | $2,565-12.4% |
| Participant deferral / active EE | $3,341 | $3,641-8.2% | $4,487-25.6% | $3,952-15.5% |
| Admin fee / account holder | $120 | $8,188-98.5% | $7,964-98.5% | $6,260-98.1% |