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 9-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 | $5,035 | $104,251-95.2% | $91,001-94.5% | $147,584-96.6% |
| Participation rate | 73.7% | 78.2%-4.6pp | 75.6%-1.9pp | 82.8%-9.1pp |
| Annual return | 33.05% | 27.06%+6.0pp | 4.60%+28.5pp | 578.55%-545.5pp |
| Employer contribution / active EE | $672 | $3,116-78.4% | $2,456-72.6% | $4,876-86.2% |
| Participant deferral / active EE | $1,326 | $4,195-68.4% | $3,547-62.6% | $5,439-75.6% |
| Admin fee / account holder | $130 | $8,948-98.5% | $5,417-97.6% | $10,885-98.8% |