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 | $1,885 | $100,773-98.1% | $88,946-97.9% | $142,382-98.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.45% | 70.18%-47.7pp | 57.82%-35.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $799 | $2,918-72.6% | $2,555-68.7% | $4,299-81.4% |
| Participant deferral / active EE | $918 | $5,230-82.4% | $4,581-80.0% | $6,507-85.9% |
| Admin fee / account holder | $86 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |