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 7-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 | $5,637 | $91,190-93.8% | $178,490-96.8% | $79,858-92.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.68% | 24.19%+2.5pp | 151.07%-124.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $875 | $3,256-73.1% | $5,011-82.5% | $2,471-64.6% |
| Participant deferral / active EE | $2,391 | $3,236-26.1% | $5,202-54.0% | $3,740-36.1% |
| Admin fee / account holder | $110 | $6,751-98.4% | $13,984-99.2% | $5,306-97.9% |