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 | $15,659 | $118,450-86.8% | $98,439-84.1% | $139,434-88.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.79% | 18.94%+1.9pp | 21.16%-0.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,673 | $3,609-53.6% | $3,048-45.1% | $4,751-64.8% |
| Participant deferral / active EE | $4,163 | $5,392-22.8% | $4,738-12.1% | $6,710-38.0% |
| Admin fee / account holder | $18 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |