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 | $8,821 | $57,541-84.7% | $95,745-90.8% | $75,163-88.3% |
| Participation rate | 78.6% | 62.5%+16.1pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 29.06% | 34.93%-5.9pp | 28.35%+0.7pp | 160.62%-131.6pp |
| Employer contribution / active EE | $968 | $1,808-46.5% | $2,835-65.9% | $2,670-63.7% |
| Participant deferral / active EE | $2,365 | $3,074-23.1% | $4,245-44.3% | $4,125-42.7% |
| Admin fee / account holder | $240 | $4,099-94.1% | $5,678-95.8% | $5,651-95.7% |