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 | $8,620 | $111,754-92.3% | $103,333-91.7% | $145,922-94.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.93% | 24.77%-6.8pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,475 | $4,212-65.0% | $3,868-61.9% | $4,660-68.3% |
| Participant deferral / active EE | $3,130 | $5,619-44.3% | $5,057-38.1% | $6,688-53.2% |
| Admin fee / account holder | $34 | $9,750-99.7% | $8,355-99.6% | $13,397-99.7% |