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 | $14,866 | $124,425-88.1% | $112,040-86.7% | $137,256-89.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.29% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,326 | $3,411-31.8% | $2,954-21.3% | $4,156-44.0% |
| Participant deferral / active EE | $3,880 | $5,718-32.2% | $5,098-23.9% | $6,407-39.4% |
| Admin fee / account holder | $204 | $15,207-98.7% | $12,098-98.3% | $12,270-98.3% |