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 | $5,844 | $58,627-90.0% | $76,735-92.4% | $82,448-92.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 69.5%+19.4pp | 68.1%+20.8pp |
| Annual return | 21.12% | 39.10%-18.0pp | 29.77%-8.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $498 | $1,729-71.2% | $2,454-79.7% | $2,551-80.5% |
| Participant deferral / active EE | $1,676 | $3,134-46.5% | $4,088-59.0% | $4,139-59.5% |
| Admin fee / account holder | $249 | $5,323-95.3% | $7,189-96.5% | $7,234-96.6% |