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 | $5,704 | $69,207-91.8% | $64,056-91.1% | $139,434-95.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.12% | 45.88%-27.8pp | 33.69%-15.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $810 | $3,182-74.5% | $2,747-70.5% | $4,751-83.0% |
| Participant deferral / active EE | $990 | $4,682-78.9% | $3,880-74.5% | $6,710-85.2% |
| Admin fee / account holder | $32 | $4,244-99.2% | $3,068-99.0% | $11,403-99.7% |