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 4-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 | $9,276 | $117,983-92.1% | $101,794-90.9% | $142,382-93.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.89% | 36.92%-11.0pp | 30.53%-4.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,877 | $2,773+3.7% | $2,289+25.7% | $4,299-33.1% |
| Participant deferral / active EE | $4,596 | $4,714-2.5% | $4,084+12.5% | $6,507-29.4% |
| Admin fee / account holder | $16 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |