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 5-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 | $14,003 | $93,571-85.0% | $135,903-89.7% | $75,163-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.11% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,730 | $3,537+62.0% | $4,856+18.0% | $2,670+114.6% |
| Participant deferral / active EE | $3,552 | $6,404-44.5% | $7,758-54.2% | $4,125-13.9% |
| Admin fee / account holder | $72 | $6,975-99.0% | $10,762-99.3% | $5,651-98.7% |