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 | $16,664 | $201,272-91.7% | $184,203-91.0% | $145,922-88.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.19% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,638 | $7,022-76.7% | $6,427-74.5% | $4,660-64.8% |
| Participant deferral / active EE | $3,475 | $9,806-64.6% | $9,131-61.9% | $6,688-48.0% |
| Admin fee / account holder | $47 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |