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 | $15,846 | $159,602-90.1% | $150,045-89.4% | $142,382-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 46.48% | 70.24%-23.8pp | 62.55%-16.1pp | 217.08%-170.6pp |
| Employer contribution / active EE | $1,398 | $4,961-71.8% | $4,693-70.2% | $4,299-67.5% |
| Participant deferral / active EE | $3,121 | $8,310-62.4% | $7,997-61.0% | $6,507-52.0% |
| Admin fee / account holder | $134 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |