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 | $18,911 | $127,065-85.1% | $113,168-83.3% | $142,382-86.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.16% | 24.03%-0.9pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,124 | $3,442+19.8% | $2,975+38.6% | $4,299-4.1% |
| Participant deferral / active EE | $7,092 | $5,716+24.1% | $5,107+38.9% | $6,507+9.0% |
| Admin fee / account holder | $29 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |