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 6-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 | $2,807 | $158,398-98.2% | $126,539-97.8% | $142,382-98.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 19.17% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $474 | $4,650-89.8% | $3,674-87.1% | $4,299-89.0% |
| Participant deferral / active EE | $647 | $4,767-86.4% | $4,083-84.2% | $6,507-90.1% |
| Admin fee / account holder | $280 | $6,918-96.0% | $6,065-95.4% | $12,624-97.8% |