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 3-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 | $15,898 | $159,602-90.0% | $150,045-89.4% | $142,382-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.09% | 70.24%-49.1pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,622 | $4,961+33.5% | $4,693+41.1% | $4,299+54.0% |
| Participant deferral / active EE | $6,525 | $8,310-21.5% | $7,997-18.4% | $6,507+0.3% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |