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 3-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 | $6,939 | $73,933-90.6% | $96,683-92.8% | $75,163-90.8% |
| Participation rate | 75.9% | 66.4%+9.4pp | 74.3%+1.5pp | 67.2%+8.7pp |
| Annual return | 46.72% | 26.70%+20.0pp | 35.69%+11.0pp | 160.62%-113.9pp |
| Employer contribution / active EE | $1,643 | $2,928-43.9% | $3,737-56.0% | $2,670-38.4% |
| Participant deferral / active EE | $2,717 | $3,659-25.7% | $4,878-44.3% | $4,125-34.1% |
| Admin fee / account holder | $187 | $5,216-96.4% | $6,730-97.2% | $5,651-96.7% |