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 | $99,633-83.0% | $183,328-90.7% | $82,448-79.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 25.48% | 17.84%+7.6pp | 29.67%-4.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $4,792 | $3,256+47.1% | $5,055-5.2% | $2,551+87.8% |
| Participant deferral / active EE | $2,587 | $4,938-47.6% | $6,795-61.9% | $4,139-37.5% |
| Admin fee / account holder | $230 | $9,934-97.7% | $21,427-98.9% | $7,234-96.8% |