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 | $9,133 | $159,602-94.3% | $150,045-93.9% | $142,382-93.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.21% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,583 | $4,961-68.1% | $4,693-66.3% | $4,299-63.2% |
| Participant deferral / active EE | $2,533 | $8,310-69.5% | $7,997-68.3% | $6,507-61.1% |
| Admin fee / account holder | $141 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |