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 10-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 | $26,608 | $217,402-87.8% | $185,823-85.7% | $167,490-84.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.85% | 148.36%-128.5pp | 122.05%-102.2pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,583 | $5,873-73.0% | $5,167-69.4% | $4,837-67.3% |
| Participant deferral / active EE | $5,096 | $6,356-19.8% | $5,568-8.5% | $6,341-19.6% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |