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 3-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 | $15,460 | $185,822-91.7% | $169,993-90.9% | $139,434-88.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.79% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $8,213 | $7,590+8.2% | $6,785+21.0% | $4,751+72.9% |
| Participant deferral / active EE | $3,034 | $11,622-73.9% | $10,408-70.8% | $6,710-54.8% |
| Admin fee / account holder | $43 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |