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 | $14,485 | $124,425-88.4% | $112,040-87.1% | $137,256-89.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.57% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,500 | $3,411-26.7% | $2,954-15.4% | $4,156-39.9% |
| Participant deferral / active EE | $4,961 | $5,718-13.3% | $5,098-2.7% | $6,407-22.6% |
| Admin fee / account holder | $28 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |