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 9-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 | $5,902 | $152,587-96.1% | $125,175-95.3% | $152,861-96.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 32.51% | 54.84%-22.3pp | 43.79%-11.3pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,075 | $4,946-78.3% | $3,865-72.2% | $4,762-77.4% |
| Participant deferral / active EE | $1,915 | $5,868-67.4% | $4,937-61.2% | $5,850-67.3% |
| Admin fee / account holder | $44 | $13,434-99.7% | $9,702-99.5% | $11,596-99.6% |