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 3-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 | $6,955 | $111,754-93.8% | $103,333-93.3% | $145,922-95.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 20.00% | 24.77%-4.8pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,104 | $4,212-73.8% | $3,868-71.5% | $4,660-76.3% |
| Participant deferral / active EE | $2,991 | $5,619-46.8% | $5,057-40.9% | $6,688-55.3% |
| Admin fee / account holder | $105 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |