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 | $8,465 | $140,940-94.0% | $112,229-92.5% | $139,434-93.9% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 22.31% | 32.71%-10.4pp | 30.20%-7.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,014 | $4,283-76.3% | $3,430-70.4% | $4,751-78.7% |
| Participant deferral / active EE | $1,716 | $5,874-70.8% | $4,798-64.2% | $6,710-74.4% |
| Admin fee / account holder | $148 | $9,954-98.5% | $7,748-98.1% | $11,403-98.7% |