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 | $6,460 | $107,452-94.0% | $91,541-92.9% | $142,382-95.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.49% | 22.06%+2.4pp | 20.50%+4.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,832 | $2,994-5.4% | $2,505+13.1% | $4,299-34.1% |
| Participant deferral / active EE | $4,614 | $4,754-2.9% | $4,008+15.1% | $6,507-29.1% |
| Admin fee / account holder | $41 | $8,834-99.5% | $6,956-99.4% | $12,624-99.7% |