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 | $6,652 | $159,901-95.8% | $146,958-95.5% | $145,922-95.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.40% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,108 | $5,286-60.1% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $2,705 | $8,428-67.9% | $8,070-66.5% | $6,688-59.6% |
| Admin fee / account holder | $16 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |