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 | $15,117 | $89,753-83.2% | $107,525-85.9% | $84,808-82.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.50% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,941 | $3,113-37.6% | $3,754-48.3% | $2,631-26.2% |
| Participant deferral / active EE | $3,746 | $4,056-7.6% | $5,116-26.8% | $4,212-11.0% |
| Admin fee / account holder | $67 | $7,222-99.1% | $8,919-99.3% | $7,344-99.1% |