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 8-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 | $19,871 | $98,750-79.9% | $149,696-86.7% | $79,858-75.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.42% | 27.43%-3.0pp | 276.60%-252.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $3,392 | $3,216+5.5% | $4,644-27.0% | $2,471+37.3% |
| Participant deferral / active EE | $5,534 | $5,680-2.6% | $6,842-19.1% | $3,740+48.0% |
| Admin fee / account holder | $196 | $6,053-96.8% | $9,309-97.9% | $5,306-96.3% |