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 | $17,898 | $127,065-85.9% | $113,168-84.2% | $142,382-87.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.98% | 24.03%-4.0pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,570 | $3,442-25.3% | $2,975-13.6% | $4,299-40.2% |
| Participant deferral / active EE | $3,149 | $5,716-44.9% | $5,107-38.3% | $6,507-51.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |