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 | $5,561 | $106,584-94.8% | $101,326-94.5% | $142,382-96.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.53% | 36.93%-13.4pp | 36.82%-13.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,757 | $3,956-5.0% | $3,665+2.5% | $4,299-12.6% |
| Participant deferral / active EE | $5,635 | $8,297-32.1% | $7,994-29.5% | $6,507-13.4% |
| Admin fee / account holder | $49 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |