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 10-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 | $5,993 | $64,307-90.7% | $57,343-89.5% | $125,391-95.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 75.1%+8.2pp | 83.2%+0.1pp |
| Annual return | 1.52% | 25.12%-23.6pp | 24.39%-22.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $503 | $3,193-84.2% | $2,689-81.3% | $4,866-89.7% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |