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 | $6,145 | $99,918-93.8% | $81,382-92.4% | $145,922-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 34.32%-20.5pp | 24.73%-10.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $944 | $2,978-68.3% | $2,463-61.7% | $4,660-79.7% |
| Participant deferral / active EE | $1,832 | $4,605-60.2% | $3,883-52.8% | $6,688-72.6% |
| Admin fee / account holder | $32 | $8,212-99.6% | $5,768-99.4% | $13,397-99.8% |