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 | $5,866 | $181,894-96.8% | $156,549-96.3% | $273,961-97.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 22.78% | 30.74%-8.0pp | 32.23%-9.5pp | 41.45%-18.7pp |
| Employer contribution / active EE | $1,482 | $6,248-76.3% | $5,501-73.1% | $4,869-69.6% |
| Participant deferral / active EE | $3,570 | $5,550-35.7% | $4,871-26.7% | $5,287-32.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |