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 | $16,703 | $176,056-90.5% | $159,436-89.5% | $167,490-90.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.41% | 331.75%-296.3pp | 263.57%-228.2pp | 478.56%-443.1pp |
| Employer contribution / active EE | $5,055 | $5,297-4.6% | $4,829+4.7% | $4,837+4.5% |
| Participant deferral / active EE | $6,791 | $7,750-12.4% | $7,352-7.6% | $6,341+7.1% |
| Admin fee / account holder | $9 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |