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 6-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 | $2,994 | $53,822-94.4% | $75,696-96.0% | $85,850-96.5% |
| Participation rate | 78.8% | 69.1%+9.7pp | 74.8%+4.0pp | 69.3%+9.5pp |
| Annual return | 42.79% | 24.54%+18.3pp | 104.53%-61.7pp | 318.53%-275.7pp |
| Employer contribution / active EE | $825 | $2,017-59.1% | $2,743-69.9% | $2,565-67.8% |
| Participant deferral / active EE | $1,482 | $2,895-48.8% | $3,821-61.2% | $3,952-62.5% |
| Admin fee / account holder | $250 | $3,343-92.5% | $3,619-93.1% | $6,260-96.0% |