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 | $4,072 | $81,248-95.0% | $155,509-97.4% | $80,856-95.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.44% | 33.31%-14.9pp | 64.67%-46.2pp | 35.59%-17.2pp |
| Employer contribution / active EE | $781 | $3,100-74.8% | $4,672-83.3% | $2,755-71.7% |
| Participant deferral / active EE | $1,725 | $3,452-50.0% | $5,626-69.3% | $4,296-59.9% |
| Admin fee / account holder | $92 | $7,997-98.8% | $15,912-99.4% | $6,918-98.7% |