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 4-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 | $5,671 | $107,452-94.7% | $91,541-93.8% | $142,382-96.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 22.06%-2.7pp | 20.50%-1.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $551 | $2,994-81.6% | $2,505-78.0% | $4,299-87.2% |
| Participant deferral / active EE | $1,304 | $4,754-72.6% | $4,008-67.5% | $6,507-80.0% |
| Admin fee / account holder | $196 | $8,834-97.8% | $6,956-97.2% | $12,624-98.4% |