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 | $5,851 | $95,561-93.9% | $77,163-92.4% | $139,434-95.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.52% | 54.92%-26.4pp | 37.87%-9.4pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,461 | $3,147-53.6% | $2,535-42.4% | $4,751-69.2% |
| Participant deferral / active EE | $2,679 | $4,624-42.1% | $3,833-30.1% | $6,710-60.1% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |