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 | $3,352 | $57,016-94.1% | $84,966-96.1% | $80,856-95.9% |
| Participation rate | 87.2% | 56.3%+30.8pp | 67.5%+19.7pp | 67.6%+19.5pp |
| Annual return | 12.32% | 21.66%-9.3pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $567 | $1,798-68.5% | $2,727-79.2% | $2,755-79.4% |
| Participant deferral / active EE | $930 | $3,110-70.1% | $4,519-79.4% | $4,296-78.3% |
| Admin fee / account holder | $294 | $4,980-94.1% | $6,149-95.2% | $6,918-95.8% |