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 | $12,333 | $165,984-92.6% | $164,813-92.5% | $145,922-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.52% | 100.03%-77.5pp | 69.93%-47.4pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,792 | $5,273-66.0% | $4,341-58.7% | $4,660-61.5% |
| Participant deferral / active EE | $3,960 | $6,959-43.1% | $6,031-34.3% | $6,688-40.8% |
| Admin fee / account holder | $66 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |