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 | $11,303 | $133,922-91.6% | $116,228-90.3% | $142,382-92.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.05% | 147.76%-124.7pp | 90.06%-67.0pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,585 | $3,446+4.0% | $2,994+19.7% | $4,299-16.6% |
| Participant deferral / active EE | $2,472 | $5,672-56.4% | $4,953-50.1% | $6,507-62.0% |
| Admin fee / account holder | $52 | $14,945-99.7% | $11,989-99.6% | $12,624-99.6% |