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 | $15,898 | $159,602-90.0% | $150,045-89.4% | $142,382-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.30% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,100 | $4,961-37.5% | $4,693-33.9% | $4,299-27.9% |
| Participant deferral / active EE | $3,875 | $8,310-53.4% | $7,997-51.5% | $6,507-40.5% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |