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 8-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 | $15,042 | $72,012-79.1% | $185,823-91.9% | $79,858-81.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 67.21% | 23.12%+44.1pp | 35.95%+31.3pp | 31.71%+35.5pp |
| Employer contribution / active EE | $2,521 | $1,965+28.3% | $4,087-38.3% | $2,471+2.0% |
| Participant deferral / active EE | $3,064 | $3,779-18.9% | $5,632-45.6% | $3,740-18.1% |
| Admin fee / account holder | $214 | $4,513-95.3% | $9,500-97.7% | $5,306-96.0% |