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 6-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 | $5,560 | $124,281-95.5% | $109,143-94.9% | $167,490-96.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 23.34% | 26.04%-2.7pp | 25.75%-2.4pp | 478.56%-455.2pp |
| Employer contribution / active EE | $972 | $4,207-76.9% | $3,722-73.9% | $4,837-79.9% |
| Participant deferral / active EE | $1,612 | $5,255-69.3% | $4,653-65.4% | $6,341-74.6% |
| Admin fee / account holder | $32 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |