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 | $16,752 | $165,984-89.9% | $164,813-89.8% | $145,922-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.22% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,064 | $5,273-60.9% | $4,341-52.5% | $4,660-55.7% |
| Participant deferral / active EE | $3,413 | $6,959-51.0% | $6,031-43.4% | $6,688-49.0% |
| Admin fee / account holder | $208 | $16,648-98.7% | $12,690-98.4% | $13,397-98.4% |