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 | $14,777 | $117,841-87.5% | $102,423-85.6% | $145,922-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.92% | 31.65%-14.7pp | 29.32%-12.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,361 | $3,615-34.7% | $3,023-21.9% | $4,660-49.3% |
| Participant deferral / active EE | $2,361 | $5,731-58.8% | $5,053-53.3% | $6,688-64.7% |
| Admin fee / account holder | $71 | $13,326-99.5% | $9,451-99.2% | $13,397-99.5% |