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 5-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 | $4,820 | $140,940-96.6% | $112,229-95.7% | $139,434-96.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 33.86% | 32.71%+1.2pp | 30.20%+3.7pp | 372.94%-339.1pp |
| Employer contribution / active EE | $950 | $4,283-77.8% | $3,430-72.3% | $4,751-80.0% |
| Participant deferral / active EE | $1,697 | $5,874-71.1% | $4,798-64.6% | $6,710-74.7% |
| Admin fee / account holder | $5 | $9,954-100.0% | $7,748-99.9% | $11,403-100.0% |