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 | $19,338 | $192,717-90.0% | $142,449-86.4% | $139,434-86.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 26.95% | 17.99%+9.0pp | 19.99%+7.0pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,748 | $5,806-52.7% | $4,847-43.3% | $4,751-42.2% |
| Participant deferral / active EE | $6,057 | $7,208-16.0% | $6,283-3.6% | $6,710-9.7% |
| Admin fee / account holder | $268 | $15,124-98.2% | $10,011-97.3% | $11,403-97.7% |