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 | $2,824 | $158,398-98.2% | $126,539-97.8% | $142,382-98.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 18.53% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $345 | $4,650-92.6% | $3,674-90.6% | $4,299-92.0% |
| Participant deferral / active EE | $1,480 | $4,767-69.0% | $4,083-63.8% | $6,507-77.3% |
| Admin fee / account holder | $88 | $6,918-98.7% | $6,065-98.6% | $12,624-99.3% |