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 | $6,933 | $159,602-95.7% | $150,045-95.4% | $142,382-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.67% | 70.24%-37.6pp | 62.55%-29.9pp | 217.08%-184.4pp |
| Employer contribution / active EE | $2,637 | $4,961-46.8% | $4,693-43.8% | $4,299-38.7% |
| Participant deferral / active EE | $5,009 | $8,310-39.7% | $7,997-37.4% | $6,507-23.0% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |