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 6-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 | $7,483 | $124,281-94.0% | $109,143-93.1% | $167,490-95.5% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 22.07% | 26.04%-4.0pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $3,187 | $4,207-24.3% | $3,722-14.4% | $4,837-34.1% |
| Participant deferral / active EE | $3,896 | $5,255-25.9% | $4,653-16.3% | $6,341-38.6% |
| Admin fee / account holder | $206 | $7,970-97.4% | $6,752-97.0% | $12,309-98.3% |