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 | $5,585 | $90,503-93.8% | $78,689-92.9% | $273,961-98.0% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 13.56% | 75.60%-62.0pp | 62.18%-48.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $702 | $3,176-77.9% | $2,851-75.4% | $4,869-85.6% |
| Participant deferral / active EE | $1,569 | $3,901-59.8% | $3,517-55.4% | $5,287-70.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |