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 | $5,354 | $64,480-91.7% | $81,382-93.4% | $80,856-93.4% |
| Participation rate | 94.9% | 63.9%+31.0pp | 69.5%+25.4pp | 67.6%+27.2pp |
| Annual return | 18.58% | 16.34%+2.2pp | 24.73%-6.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,333 | $1,978-32.6% | $2,463-45.9% | $2,755-51.6% |
| Participant deferral / active EE | $1,848 | $3,094-40.3% | $3,883-52.4% | $4,296-57.0% |
| Admin fee / account holder | $156 | $5,671-97.3% | $5,768-97.3% | $6,918-97.8% |