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 4-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 | $5,668 | $102,317-94.5% | $146,958-96.1% | $80,856-93.0% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 23.31% | 134.76%-111.4pp | 418.34%-395.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,565 | $3,713-57.9% | $4,933-68.3% | $2,755-43.2% |
| Participant deferral / active EE | $2,721 | $6,644-59.0% | $8,070-66.3% | $4,296-36.7% |
| Admin fee / account holder | $93 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |