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 | $7,040 | $172,111-95.9% | $150,298-95.3% | $137,256-94.9% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 40.27% | 69.37%-29.1pp | 62.79%-22.5pp | 220.34%-180.1pp |
| Employer contribution / active EE | $2,240 | $4,636-51.7% | $4,154-46.1% | $4,156-46.1% |
| Participant deferral / active EE | $2,058 | $6,166-66.6% | $5,453-62.3% | $6,407-67.9% |
| Admin fee / account holder | $14 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |