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 8-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 | $11,986 | $72,492-83.5% | $87,100-86.2% | $72,985-83.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.69% | 24.46%+4.2pp | 28.19%+0.5pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,551 | $1,894+34.7% | $2,521+1.2% | $2,440+4.5% |
| Participant deferral / active EE | $4,169 | $3,270+27.5% | $4,049+3.0% | $3,607+15.6% |
| Admin fee / account holder | $139 | $5,055-97.2% | $7,497-98.1% | $5,124-97.3% |