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 3-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 | $2,644 | $177,572-98.5% | $154,803-98.3% | $142,382-98.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 58.86% | 65.07%-6.2pp | 58.88%0pp | 217.08%-158.2pp |
| Employer contribution / active EE | $1,549 | $4,810-67.8% | $4,305-64.0% | $4,299-64.0% |
| Participant deferral / active EE | $1,908 | $6,272-69.6% | $5,540-65.6% | $6,507-70.7% |
| Admin fee / account holder | $11 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |