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 | $11,051 | $65,041-83.0% | $90,951-87.8% | $79,858-86.2% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 59.60% | 30.45%+29.2pp | 134.60%-75.0pp | 31.71%+27.9pp |
| Employer contribution / active EE | $4,300 | $1,247+244.8% | $2,122+102.6% | $2,471+74.0% |
| Participant deferral / active EE | $2,494 | $2,512-0.7% | $3,373-26.1% | $3,740-33.3% |
| Admin fee / account holder | $171 | $4,536-96.2% | $5,959-97.1% | $5,306-96.8% |