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 | $5,693 | $60,022-90.5% | $88,946-93.6% | $84,808-93.3% |
| Participation rate | 84.4% | 57.8%+26.6pp | 68.8%+15.6pp | 68.3%+16.1pp |
| Annual return | 14.81% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $490 | $1,703-71.2% | $2,555-80.8% | $2,631-81.4% |
| Participant deferral / active EE | $1,269 | $3,114-59.3% | $4,581-72.3% | $4,212-69.9% |
| Admin fee / account holder | $293 | $4,811-93.9% | $8,261-96.5% | $7,344-96.0% |