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 8-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 | $15,365 | $81,208-81.1% | $98,907-84.5% | $79,858-80.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 22.55% | 60.99%-38.4pp | 196.43%-173.9pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,569 | $1,960-19.9% | $2,689-41.7% | $2,471-36.5% |
| Participant deferral / active EE | $2,543 | $3,265-22.1% | $4,244-40.1% | $3,740-32.0% |
| Admin fee / account holder | $216 | $6,013-96.4% | $6,642-96.8% | $5,306-95.9% |