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 5-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 | $8,835 | $159,602-94.5% | $150,045-94.1% | $142,382-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 36.52% | 70.24%-33.7pp | 62.55%-26.0pp | 217.08%-180.6pp |
| Employer contribution / active EE | $1,717 | $4,961-65.4% | $4,693-63.4% | $4,299-60.1% |
| Participant deferral / active EE | $3,977 | $8,310-52.1% | $7,997-50.3% | $6,507-38.9% |
| Admin fee / account holder | $2 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |