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 6-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 | $3,287 | $104,664-96.9% | $85,682-96.2% | $167,490-98.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.72% | 21.45%+1.3pp | 21.49%+1.2pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,811 | $3,337-45.7% | $2,618-30.8% | $4,837-62.6% |
| Participant deferral / active EE | $1,167 | $4,824-75.8% | $3,923-70.3% | $6,341-81.6% |
| Admin fee / account holder | $132 | $10,032-98.7% | $6,873-98.1% | $12,309-98.9% |