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 | $10,191 | $183,519-94.4% | $155,509-93.4% | $145,922-93.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.59% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,201 | $5,313-58.6% | $4,672-52.9% | $4,660-52.8% |
| Participant deferral / active EE | $3,825 | $6,462-40.8% | $5,626-32.0% | $6,688-42.8% |
| Admin fee / account holder | $209 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |