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 | $15,084 | $93,571-83.9% | $135,903-88.9% | $75,163-79.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 53.53% | 30.90%+22.6pp | 68.23%-14.7pp | 160.62%-107.1pp |
| Employer contribution / active EE | $2,349 | $3,537-33.6% | $4,856-51.6% | $2,670-12.0% |
| Participant deferral / active EE | $4,491 | $6,404-29.9% | $7,758-42.1% | $4,125+8.9% |
| Admin fee / account holder | $252 | $6,975-96.4% | $10,762-97.7% | $5,651-95.5% |