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 | $3,763 | $77,899-95.2% | $149,673-97.5% | $75,163-95.0% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 19.79% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $721 | $3,137-77.0% | $4,818-85.0% | $2,670-73.0% |
| Participant deferral / active EE | $1,061 | $3,411-68.9% | $5,680-81.3% | $4,125-74.3% |
| Admin fee / account holder | $194 | $5,956-96.7% | $13,210-98.5% | $5,651-96.6% |