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 | $16,961 | $100,326-83.1% | $180,183-90.6% | $84,808-80.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 25.48% | 17.86%+7.6pp | 27.86%-2.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $4,792 | $3,269+46.6% | $5,039-4.9% | $2,631+82.1% |
| Participant deferral / active EE | $2,587 | $5,066-48.9% | $6,822-62.1% | $4,212-38.6% |
| Admin fee / account holder | $230 | $9,674-97.6% | $19,975-98.8% | $7,344-96.9% |