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 | $6,425 | $56,110-88.5% | $94,993-93.2% | $70,131-90.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 94.51% | 51.02%+43.5pp | 27.12%+67.4pp | 73.14%+21.4pp |
| Employer contribution / active EE | $1,483 | $1,442+2.9% | $2,603-43.0% | $2,342-36.7% |
| Participant deferral / active EE | $3,242 | $2,391+35.6% | $3,317-2.3% | $3,332-2.7% |
| Admin fee / account holder | $266 | $3,456-92.3% | $4,960-94.6% | $4,645-94.3% |