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 5-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 | $17,241 | $110,257-84.4% | $96,544-82.1% | $139,434-87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.06% | 26.32%-6.3pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,718 | $3,620-24.9% | $2,965-8.3% | $4,751-42.8% |
| Participant deferral / active EE | $2,978 | $5,548-46.3% | $4,851-38.6% | $6,710-55.6% |
| Admin fee / account holder | $205 | $11,591-98.2% | $8,252-97.5% | $11,403-98.2% |