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 7-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 | $17,727 | $93,571-81.1% | $135,903-87.0% | $75,163-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.85% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,032 | $3,537-14.3% | $4,856-37.6% | $2,670+13.6% |
| Participant deferral / active EE | $3,531 | $6,404-44.9% | $7,758-54.5% | $4,125-14.4% |
| Admin fee / account holder | $136 | $6,975-98.0% | $10,762-98.7% | $5,651-97.6% |