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 9-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 | $16,359 | $60,349-72.9% | $74,183-77.9% | $62,891-74.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.88% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,860 | $1,680+70.2% | $2,370+20.7% | $2,281+25.4% |
| Participant deferral / active EE | $5,847 | $2,856+104.7% | $3,550+64.7% | $3,203+82.5% |
| Admin fee / account holder | $31 | $4,261-99.3% | $5,586-99.4% | $4,296-99.3% |