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 | $11,146 | $133,922-91.7% | $116,228-90.4% | $142,382-92.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.46% | 147.76%-126.3pp | 90.06%-68.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $973 | $3,446-71.8% | $2,994-67.5% | $4,299-77.4% |
| Participant deferral / active EE | $2,401 | $5,672-57.7% | $4,953-51.5% | $6,507-63.1% |
| Admin fee / account holder | $16 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |