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 6-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 | $17,132 | $154,117-88.9% | $129,995-86.8% | $139,434-87.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.11% | 32.48%-5.4pp | -137.18%+164.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $4,014 | $5,289-24.1% | $4,320-7.1% | $4,751-15.5% |
| Participant deferral / active EE | $3,665 | $6,710-45.4% | $5,820-37.0% | $6,710-45.4% |
| Admin fee / account holder | $54 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |