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 | $12,410 | $159,602-92.2% | $150,045-91.7% | $142,382-91.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.83% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,641 | $4,961-46.8% | $4,693-43.7% | $4,299-38.6% |
| Participant deferral / active EE | $3,889 | $8,310-53.2% | $7,997-51.4% | $6,507-40.2% |
| Admin fee / account holder | $252 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |