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 | $15,008 | $118,450-87.3% | $98,439-84.8% | $139,434-89.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.35% | 18.94%-0.6pp | 21.16%-2.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,460 | $3,609-31.9% | $3,048-19.3% | $4,751-48.2% |
| Participant deferral / active EE | $3,074 | $5,392-43.0% | $4,738-35.1% | $6,710-54.2% |
| Admin fee / account holder | $45 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |