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 | $12,197 | $154,228-92.1% | $145,433-91.6% | $137,256-91.1% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,237 | $4,804-74.3% | $4,554-72.9% | $4,156-70.2% |
| Participant deferral / active EE | $2,625 | $8,216-68.1% | $7,897-66.8% | $6,407-59.0% |
| Admin fee / account holder | $7 | $14,344-100.0% | $13,129-99.9% | $12,270-99.9% |