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 7-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 | $21,647 | $197,591-89.0% | $177,821-87.8% | $158,922-86.4% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 22.71% | 58.76%-36.1pp | 48.32%-25.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,123 | $6,697-68.3% | $5,918-64.1% | $4,761-55.4% |
| Participant deferral / active EE | $6,357 | $8,405-24.4% | $7,714-17.6% | $5,982+6.3% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |