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 8-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 | $5,572 | $57,354-90.3% | $83,848-93.4% | $64,186-91.3% |
| Participation rate | 71.6% | 68.6%+3.0pp | 76.1%-4.5pp | 69.6%+2.1pp |
| Annual return | 9.00% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.4pp |
| Employer contribution / active EE | $548 | $2,545-78.5% | $3,631-84.9% | $2,381-77.0% |
| Participant deferral / active EE | $2,190 | $2,993-26.8% | $4,082-46.3% | $3,470-36.9% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |