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 | $5,782 | $176,056-96.7% | $159,436-96.4% | $167,490-96.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 40.69% | 331.75%-291.1pp | 263.57%-222.9pp | 478.56%-437.9pp |
| Employer contribution / active EE | $1,169 | $5,297-77.9% | $4,829-75.8% | $4,837-75.8% |
| Participant deferral / active EE | $3,447 | $7,750-55.5% | $7,352-53.1% | $6,341-45.6% |
| Admin fee / account holder | $3 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |