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 6-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 | $16,234 | $78,672-79.4% | $109,143-85.1% | $85,850-81.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 35.59% | 25.09%+10.5pp | 25.75%+9.8pp | 318.53%-282.9pp |
| Employer contribution / active EE | $4,062 | $2,735+48.5% | $3,722+9.1% | $2,565+58.4% |
| Participant deferral / active EE | $2,709 | $3,467-21.9% | $4,653-41.8% | $3,952-31.4% |
| Admin fee / account holder | $71 | $5,469-98.7% | $6,752-99.0% | $6,260-98.9% |