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 | $3,374 | $105,931-96.8% | $81,930-95.9% | $158,922-97.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 32.48% | 38.17%-5.7pp | 29.49%+3.0pp | 302.83%-270.3pp |
| Employer contribution / active EE | $645 | $7,800-91.7% | $4,310-85.0% | $4,761-86.4% |
| Participant deferral / active EE | $1,962 | $13,003-84.9% | $7,107-72.4% | $5,982-67.2% |
| Admin fee / account holder | $199 | $8,489-97.7% | $5,158-96.1% | $11,246-98.2% |