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 5-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 | $11,575 | $133,922-91.4% | $116,228-90.0% | $142,382-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.64% | 147.76%-126.1pp | 90.06%-68.4pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,298 | $3,446-62.3% | $2,994-56.7% | $4,299-69.8% |
| Participant deferral / active EE | $3,132 | $5,672-44.8% | $4,953-36.8% | $6,507-51.9% |
| Admin fee / account holder | $63 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |