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 4-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 | $15,619 | $110,257-85.8% | $96,544-83.8% | $139,434-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 34.10% | 26.32%+7.8pp | 25.84%+8.3pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,975 | $3,620-17.8% | $2,965+0.3% | $4,751-37.4% |
| Participant deferral / active EE | $6,873 | $5,548+23.9% | $4,851+41.7% | $6,710+2.4% |
| Admin fee / account holder | $18 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |