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 4-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 | $3,311 | $37,426-91.2% | $77,482-95.7% | $79,858-95.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 26.72% | 39.70%-13.0pp | 54.79%-28.1pp | 31.71%-5.0pp |
| Employer contribution / active EE | $507 | $637-20.4% | $986-48.6% | $2,471-79.5% |
| Participant deferral / active EE | $1,037 | $1,260-17.7% | $1,861-44.3% | $3,740-72.3% |
| Admin fee / account holder | $31 | $2,504-98.7% | $2,858-98.9% | $5,306-99.4% |