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 7-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 | $9,600 | $209,411-95.4% | $178,490-94.6% | $158,922-94.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 43.96% | 188.75%-144.8pp | 151.07%-107.1pp | 302.83%-258.9pp |
| Employer contribution / active EE | $1,852 | $5,706-67.6% | $5,011-63.0% | $4,761-61.1% |
| Participant deferral / active EE | $5,973 | $5,954+0.3% | $5,202+14.8% | $5,982-0.2% |
| Admin fee / account holder | $145 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |