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 | $15,539 | $118,450-86.9% | $98,439-84.2% | $139,434-88.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.09% | 18.94%+0.2pp | 21.16%-2.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,419 | $3,609-60.7% | $3,048-53.5% | $4,751-70.1% |
| Participant deferral / active EE | $2,413 | $5,392-55.3% | $4,738-49.1% | $6,710-64.0% |
| Admin fee / account holder | $37 | $14,026-99.7% | $8,948-99.6% | $11,403-99.7% |