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 4-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 | $24,045 | $109,881-78.1% | $150,045-84.0% | $84,808-71.6% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 38.11% | 28.25%+9.9pp | 62.55%-24.4pp | 40.90%-2.8pp |
| Employer contribution / active EE | $2,915 | $3,561-18.1% | $4,693-37.9% | $2,631+10.8% |
| Participant deferral / active EE | $6,461 | $6,636-2.6% | $7,997-19.2% | $4,212+53.4% |
| Admin fee / account holder | $168 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |