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 7-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 | $16,175 | $71,050-77.2% | $93,606-82.7% | $80,856-80.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.37% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,286 | $1,564+110.1% | $2,420+35.8% | $2,755+19.3% |
| Participant deferral / active EE | $2,138 | $4,034-47.0% | $4,411-51.5% | $4,296-50.2% |
| Admin fee / account holder | $197 | $6,945-97.2% | $8,285-97.6% | $6,918-97.2% |