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 7-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 | $6,443 | $118,450-94.6% | $98,439-93.5% | $139,434-95.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.05% | 18.94%+1.1pp | 21.16%-1.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,223 | $3,609-66.1% | $3,048-59.9% | $4,751-74.3% |
| Participant deferral / active EE | $1,838 | $5,392-65.9% | $4,738-61.2% | $6,710-72.6% |
| Admin fee / account holder | $50 | $14,026-99.6% | $8,948-99.4% | $11,403-99.6% |