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 | $5,105 | $117,841-95.7% | $102,423-95.0% | $145,922-96.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 24.29% | 31.65%-7.4pp | 29.32%-5.0pp | 561.29%-537.0pp |
| Employer contribution / active EE | $1,638 | $3,615-54.7% | $3,023-45.8% | $4,660-64.8% |
| Participant deferral / active EE | $2,031 | $5,731-64.6% | $5,053-59.8% | $6,688-69.6% |
| Admin fee / account holder | $4 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |