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 4-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 | $19,983 | $201,272-90.1% | $184,203-89.2% | $145,922-86.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.76% | 29.00%-8.2pp | 28.81%-8.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,684 | $7,022-61.8% | $6,427-58.2% | $4,660-42.4% |
| Participant deferral / active EE | $3,749 | $9,806-61.8% | $9,131-58.9% | $6,688-43.9% |
| Admin fee / account holder | $94 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |