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 | $19,494 | $165,984-88.3% | $164,813-88.2% | $145,922-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.57% | 100.03%-76.5pp | 69.93%-46.4pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,256 | $5,273-57.2% | $4,341-48.0% | $4,660-51.6% |
| Participant deferral / active EE | $7,207 | $6,959+3.6% | $6,031+19.5% | $6,688+7.8% |
| Admin fee / account holder | $23 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |