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 | $5,649 | $48,795-88.4% | $65,493-91.4% | $84,808-93.3% |
| Participation rate | 86.2% | 67.0%+19.2pp | 73.1%+13.1pp | 68.3%+17.9pp |
| Annual return | 20.42% | 20.20%+0.2pp | 982.45%-962.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $806 | $1,930-58.2% | $2,574-68.7% | $2,631-69.4% |
| Participant deferral / active EE | $1,805 | $2,928-38.4% | $3,961-54.4% | $4,212-57.1% |
| Admin fee / account holder | $126 | $3,877-96.7% | $5,028-97.5% | $7,344-98.3% |