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 9-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 | $13,564 | $78,705-82.8% | $117,854-88.5% | $70,131-80.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 30.60% | 23.30%+7.3pp | 335.08%-304.5pp | 73.14%-42.5pp |
| Employer contribution / active EE | $3,569 | $2,223+60.5% | $3,786-5.7% | $2,342+52.4% |
| Participant deferral / active EE | $5,136 | $3,297+55.8% | $4,482+14.6% | $3,332+54.2% |
| Admin fee / account holder | $88 | $5,065-98.3% | $8,020-98.9% | $4,645-98.1% |