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 7-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 | $5,123 | $100,901-94.9% | $75,670-93.2% | $147,584-96.5% |
| Participation rate | 71.4% | 77.1%-5.7pp | 72.3%-0.9pp | 82.8%-11.4pp |
| Annual return | 24.67% | 35.78%-11.1pp | 27.34%-2.7pp | 578.55%-553.9pp |
| Employer contribution / active EE | $577 | $3,253-82.3% | $2,352-75.5% | $4,876-88.2% |
| Participant deferral / active EE | $1,602 | $4,027-60.2% | $3,142-49.0% | $5,439-70.5% |
| Admin fee / account holder | $147 | $11,285-98.7% | $5,800-97.5% | $10,885-98.6% |