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 | $8,005 | $105,931-92.4% | $81,930-90.2% | $158,922-95.0% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.0%-2.0pp | 82.0%-12.0pp |
| Annual return | 45.83% | 38.17%+7.7pp | 29.49%+16.3pp | 302.83%-257.0pp |
| Employer contribution / active EE | $833 | $7,800-89.3% | $4,310-80.7% | $4,761-82.5% |
| Participant deferral / active EE | $1,960 | $13,003-84.9% | $7,107-72.4% | $5,982-67.2% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |