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 | $2,934 | $158,398-98.1% | $126,539-97.7% | $142,382-97.9% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 23.16% | 593.76%-570.6pp | 425.95%-402.8pp | 217.08%-193.9pp |
| Employer contribution / active EE | $558 | $4,650-88.0% | $3,674-84.8% | $4,299-87.0% |
| Participant deferral / active EE | $1,119 | $4,767-76.5% | $4,083-72.6% | $6,507-82.8% |
| Admin fee / account holder | $27 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |