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 | $11,803 | $148,534-92.1% | $135,903-91.3% | $139,434-91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.95% | 79.19%-53.2pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,639 | $5,243-49.7% | $4,856-45.7% | $4,751-44.4% |
| Participant deferral / active EE | $3,756 | $8,100-53.6% | $7,758-51.6% | $6,710-44.0% |
| Admin fee / account holder | $31 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |