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 | $3,838 | $159,901-97.6% | $146,958-97.4% | $145,922-97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,713 | $5,286-67.6% | $4,933-65.3% | $4,660-63.2% |
| Participant deferral / active EE | $2,940 | $8,428-65.1% | $8,070-63.6% | $6,688-56.0% |
| Admin fee / account holder | $273 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |