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 | $18,725 | $166,020-88.7% | $164,866-88.6% | $145,959-87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.12% | 100.08%-83.0pp | 69.97%-52.8pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,758 | $5,275-66.7% | $4,343-59.5% | $4,661-62.3% |
| Participant deferral / active EE | $5,482 | $6,961-21.3% | $6,033-9.1% | $6,689-18.0% |
| Admin fee / account holder | $218 | $16,644-98.7% | $12,689-98.3% | $13,398-98.4% |