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 5-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 | $19,181 | $179,726-89.3% | $156,263-87.7% | $142,382-86.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.31% | 77.86%-55.5pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,959 | $5,069-61.4% | $4,333-54.8% | $4,299-54.4% |
| Participant deferral / active EE | $2,848 | $6,956-59.1% | $6,158-53.8% | $6,507-56.2% |
| Admin fee / account holder | $31 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |