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 3-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 | $8,726 | $124,425-93.0% | $112,040-92.2% | $137,256-93.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.69% | 24.72%-1.0pp | 24.52%-0.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,888 | $3,411-44.7% | $2,954-36.1% | $4,156-54.6% |
| Participant deferral / active EE | $2,116 | $5,718-63.0% | $5,098-58.5% | $6,407-67.0% |
| Admin fee / account holder | $92 | $15,207-99.4% | $12,098-99.2% | $12,270-99.3% |