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 | $15,848 | $227,553-93.0% | $189,557-91.6% | $167,490-90.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.84% | 78.40%-62.6pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,382 | $5,316-55.2% | $4,412-46.0% | $4,837-50.8% |
| Participant deferral / active EE | $2,382 | $7,002-66.0% | $6,174-61.4% | $6,341-62.4% |
| Admin fee / account holder | $73 | $11,878-99.4% | $9,807-99.3% | $12,309-99.4% |