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 4-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 | $3,232 | $110,261-97.1% | $95,745-96.6% | $139,434-97.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 22.57% | 27.11%-4.5pp | 28.35%-5.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $596 | $3,257-81.7% | $2,835-79.0% | $4,751-87.4% |
| Participant deferral / active EE | $732 | $4,676-84.4% | $4,245-82.8% | $6,710-89.1% |
| Admin fee / account holder | $21 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |