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 | $6,085 | $163,101-96.3% | $136,749-95.6% | $142,382-95.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 31.12% | 27.54%+3.6pp | 24.33%+6.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $869 | $4,117-78.9% | $3,400-74.5% | $4,299-79.8% |
| Participant deferral / active EE | $1,815 | $5,585-67.5% | $4,692-61.3% | $6,507-72.1% |
| Admin fee / account holder | $136 | $14,318-99.1% | $11,386-98.8% | $12,624-98.9% |