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 5-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 | $3,502 | $110,261-96.8% | $95,745-96.3% | $139,434-97.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.84% | 27.11%-6.3pp | 28.35%-7.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,148 | $3,257-64.7% | $2,835-59.5% | $4,751-75.8% |
| Participant deferral / active EE | $1,346 | $4,676-71.2% | $4,245-68.3% | $6,710-79.9% |
| Admin fee / account holder | $295 | $6,613-95.5% | $5,678-94.8% | $11,403-97.4% |