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 7-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 | $16,022 | $137,414-88.3% | $189,513-91.5% | $85,850-81.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.61% | 38.14%-19.5pp | 555.15%-536.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $4,663 | $4,344+7.3% | $6,162-24.3% | $2,565+81.8% |
| Participant deferral / active EE | $4,838 | $6,260-22.7% | $8,221-41.1% | $3,952+22.4% |
| Admin fee / account holder | $261 | $8,630-97.0% | $12,045-97.8% | $6,260-95.8% |