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 | $5,951 | $99,918-94.0% | $81,382-92.7% | $145,922-95.9% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 22.91% | 34.32%-11.4pp | 24.73%-1.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $939 | $2,978-68.5% | $2,463-61.9% | $4,660-79.9% |
| Participant deferral / active EE | $1,880 | $4,605-59.2% | $3,883-51.6% | $6,688-71.9% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |