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 | $3,158 | $80,717-96.1% | $154,803-98.0% | $84,808-96.3% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 53.86% | 37.96%+15.9pp | 58.88%-5.0pp | 40.90%+13.0pp |
| Employer contribution / active EE | $870 | $2,761-68.5% | $4,305-79.8% | $2,631-66.9% |
| Participant deferral / active EE | $1,336 | $3,303-59.5% | $5,540-75.9% | $4,212-68.3% |
| Admin fee / account holder | $124 | $6,746-98.2% | $14,329-99.1% | $7,344-98.3% |