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 6-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 | $14,259 | $176,056-91.9% | $159,436-91.1% | $167,490-91.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 51.79% | 331.75%-280.0pp | 263.57%-211.8pp | 478.56%-426.8pp |
| Employer contribution / active EE | $1,893 | $5,297-64.3% | $4,829-60.8% | $4,837-60.9% |
| Participant deferral / active EE | $3,865 | $7,750-50.1% | $7,352-47.4% | $6,341-39.0% |
| Admin fee / account holder | $14 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |