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 | $12,474 | $159,602-92.2% | $150,045-91.7% | $142,382-91.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.62% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,482 | $4,961-50.0% | $4,693-47.1% | $4,299-42.3% |
| Participant deferral / active EE | $3,631 | $8,310-56.3% | $7,997-54.6% | $6,507-44.2% |
| Admin fee / account holder | $28 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |