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 | $7,580 | $117,983-93.6% | $101,794-92.6% | $142,382-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.33% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,425 | $2,773-12.5% | $2,289+6.0% | $4,299-43.6% |
| Participant deferral / active EE | $2,430 | $4,714-48.4% | $4,084-40.5% | $6,507-62.7% |
| Admin fee / account holder | $152 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |