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 | $4,287 | $124,281-96.6% | $109,143-96.1% | $167,490-97.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 45.24% | 26.04%+19.2pp | 25.75%+19.5pp | 478.56%-433.3pp |
| Employer contribution / active EE | $1,149 | $4,207-72.7% | $3,722-69.1% | $4,837-76.2% |
| Participant deferral / active EE | $2,624 | $5,255-50.1% | $4,653-43.6% | $6,341-58.6% |
| Admin fee / account holder | $298 | $7,970-96.3% | $6,752-95.6% | $12,309-97.6% |