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 | $5,696 | $99,877-94.3% | $84,966-93.3% | $145,922-96.1% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 13.02% | 83.76%-70.7pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $920 | $3,231-71.5% | $2,727-66.3% | $4,660-80.3% |
| Participant deferral / active EE | $1,701 | $5,291-67.9% | $4,519-62.4% | $6,688-74.6% |
| Admin fee / account holder | $227 | $7,248-96.9% | $6,149-96.3% | $13,397-98.3% |