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 | $5,728 | $91,190-93.7% | $178,490-96.8% | $79,858-92.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.23% | 24.19%-8.0pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $978 | $3,256-70.0% | $5,011-80.5% | $2,471-60.4% |
| Participant deferral / active EE | $1,147 | $3,236-64.6% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $157 | $6,751-97.7% | $13,984-98.9% | $5,306-97.0% |