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 6-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 | $15,057 | $159,901-90.6% | $146,958-89.8% | $145,922-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,751 | $5,286-66.9% | $4,933-64.5% | $4,660-62.4% |
| Participant deferral / active EE | $2,733 | $8,428-67.6% | $8,070-66.1% | $6,688-59.1% |
| Admin fee / account holder | $161 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |