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 | $3,974 | $111,754-96.4% | $103,333-96.2% | $145,922-97.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 23.10% | 24.77%-1.7pp | 24.88%-1.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,467 | $4,212-65.2% | $3,868-62.1% | $4,660-68.5% |
| Participant deferral / active EE | $1,947 | $5,619-65.3% | $5,057-61.5% | $6,688-70.9% |
| Admin fee / account holder | $75 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |