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 | $13,872 | $183,592-92.4% | $155,567-91.1% | $145,959-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,277 | $5,315-57.2% | $4,674-51.3% | $4,661-51.1% |
| Participant deferral / active EE | $7,444 | $6,464+15.2% | $5,628+32.3% | $6,689+11.3% |
| Admin fee / account holder | $176 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |