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 | $16,999 | $209,411-91.9% | $178,490-90.5% | $158,922-89.3% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.77% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,236 | $5,706-78.3% | $5,011-75.3% | $4,761-74.0% |
| Participant deferral / active EE | $2,709 | $5,954-54.5% | $5,202-47.9% | $5,982-54.7% |
| Admin fee / account holder | $172 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |