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 | $17,535 | $103,376-83.0% | $87,100-79.9% | $152,861-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.99% | 28.10%-5.1pp | 28.19%-5.2pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,652 | $3,220-48.7% | $2,521-34.5% | $4,762-65.3% |
| Participant deferral / active EE | $2,624 | $4,778-45.1% | $4,049-35.2% | $5,850-55.2% |
| Admin fee / account holder | $35 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |