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 | $10,235 | $154,117-93.4% | $129,995-92.1% | $139,434-92.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 20.49% | 32.48%-12.0pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,188 | $5,289-77.5% | $4,320-72.5% | $4,751-75.0% |
| Participant deferral / active EE | $2,098 | $6,710-68.7% | $5,820-63.9% | $6,710-68.7% |
| Admin fee / account holder | $156 | $14,007-98.9% | $10,614-98.5% | $11,403-98.6% |