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 9-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 | $4,242 | $60,892-93.0% | $82,389-94.9% | $84,808-95.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.71% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $536 | $1,779-69.9% | $2,517-78.7% | $2,631-79.6% |
| Participant deferral / active EE | $1,152 | $3,179-63.8% | $4,155-72.3% | $4,212-72.6% |
| Admin fee / account holder | $94 | $5,467-98.3% | $7,231-98.7% | $7,344-98.7% |