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 7-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 | $16,457 | $167,484-90.2% | $151,611-89.1% | $134,475-87.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.07% | 7.80%+0.3pp | 3.33%+4.7pp | 417.96%-409.9pp |
| Employer contribution / active EE | $2,240 | $6,829-67.2% | $6,166-63.7% | $4,740-52.7% |
| Participant deferral / active EE | $4,855 | $8,986-46.0% | $8,363-41.9% | $6,400-24.1% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |