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 5-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 | $4,353 | $60,022-92.7% | $88,946-95.1% | $84,808-94.9% |
| Participation rate | 81.7% | 57.8%+23.8pp | 68.8%+12.8pp | 68.3%+13.4pp |
| Annual return | 22.60% | 22.43%+0.2pp | 57.82%-35.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $617 | $1,703-63.8% | $2,555-75.8% | $2,631-76.5% |
| Participant deferral / active EE | $1,412 | $3,114-54.6% | $4,581-69.2% | $4,212-66.5% |
| Admin fee / account holder | $241 | $4,811-95.0% | $8,261-97.1% | $7,344-96.7% |