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 5-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 | $4,061 | $106,515-96.2% | $96,683-95.8% | $139,434-97.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.21% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,340 | $4,103-67.3% | $3,737-64.1% | $4,751-71.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $80 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |