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 | $11,642 | $148,534-92.2% | $135,903-91.4% | $139,434-91.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.77% | 79.19%-55.4pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,502 | $5,243-52.3% | $4,856-48.5% | $4,751-47.3% |
| Participant deferral / active EE | $2,851 | $8,100-64.8% | $7,758-63.3% | $6,710-57.5% |
| Admin fee / account holder | $10 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |