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 7-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 | $5,962 | $70,428-91.5% | $96,562-93.8% | $85,850-93.1% |
| Participation rate | 75.8% | 61.8%+14.0pp | 69.8%+5.9pp | 69.3%+6.4pp |
| Annual return | 27.25% | 18.59%+8.7pp | 37.78%-10.5pp | 318.53%-291.3pp |
| Employer contribution / active EE | $269 | $1,413-81.0% | $2,356-88.6% | $2,565-89.5% |
| Participant deferral / active EE | $1,360 | $2,894-53.0% | $3,849-64.7% | $3,952-65.6% |
| Admin fee / account holder | $121 | $4,997-97.6% | $6,181-98.0% | $6,260-98.1% |