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 | $7,389 | $106,515-93.1% | $96,683-92.4% | $139,434-94.7% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 29.16% | 38.43%-9.3pp | 35.69%-6.5pp | 372.94%-343.8pp |
| Employer contribution / active EE | $870 | $4,103-78.8% | $3,737-76.7% | $4,751-81.7% |
| Participant deferral / active EE | $1,841 | $5,454-66.3% | $4,878-62.3% | $6,710-72.6% |
| Admin fee / account holder | $8 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |