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 9-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 | $5,463 | $104,907-94.8% | $84,611-93.5% | $152,861-96.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.00% | 373.79%-346.8pp | 258.74%-231.7pp | 345.32%-318.3pp |
| Employer contribution / active EE | $469 | $3,302-85.8% | $2,652-82.3% | $4,762-90.1% |
| Participant deferral / active EE | $2,230 | $4,688-52.4% | $3,899-42.8% | $5,850-61.9% |
| Admin fee / account holder | $101 | $6,241-98.4% | $4,912-98.0% | $11,596-99.1% |