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 | $6,649 | $175,202-96.2% | $149,673-95.6% | $139,434-95.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 33.45% | 166.71%-133.3pp | 134.42%-101.0pp | 372.94%-339.5pp |
| Employer contribution / active EE | $1,799 | $5,474-67.1% | $4,818-62.6% | $4,751-62.1% |
| Participant deferral / active EE | $2,495 | $6,519-61.7% | $5,680-56.1% | $6,710-62.8% |
| Admin fee / account holder | $218 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |