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 | $7,306 | $104,664-93.0% | $85,682-91.5% | $167,490-95.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.90% | 21.45%+1.5pp | 21.49%+1.4pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,820 | $3,337-45.5% | $2,618-30.5% | $4,837-62.4% |
| Participant deferral / active EE | $2,730 | $4,824-43.4% | $3,923-30.4% | $6,341-56.9% |
| Admin fee / account holder | $55 | $10,032-99.5% | $6,873-99.2% | $12,309-99.6% |