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 7-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 | $5,240 | $110,261-95.2% | $95,745-94.5% | $139,434-96.2% |
| Participation rate | 87.0% | 75.8%+11.2pp | 72.3%+14.7pp | 80.3%+6.6pp |
| Annual return | 21.68% | 27.11%-5.4pp | 28.35%-6.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $679 | $3,257-79.2% | $2,835-76.0% | $4,751-85.7% |
| Participant deferral / active EE | $1,756 | $4,676-62.4% | $4,245-58.6% | $6,710-73.8% |
| Admin fee / account holder | $295 | $6,613-95.5% | $5,678-94.8% | $11,403-97.4% |