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 | $18,535 | $162,781-88.6% | $133,956-86.2% | $158,922-88.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.28% | 41.94%-25.7pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $12,158 | $4,975+144.4% | $3,919+210.3% | $4,761+155.4% |
| Participant deferral / active EE | $2,763 | $5,911-53.3% | $5,048-45.3% | $5,982-53.8% |
| Admin fee / account holder | $204 | $11,736-98.3% | $8,927-97.7% | $11,246-98.2% |