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 | $5,643 | $90,503-93.8% | $78,689-92.8% | $273,961-97.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 12.13% | 75.60%-63.5pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,190 | $3,176-62.5% | $2,851-58.3% | $4,869-75.6% |
| Participant deferral / active EE | $1,927 | $3,901-50.6% | $3,517-45.2% | $5,287-63.5% |
| Admin fee / account holder | $134 | $5,263-97.4% | $4,510-97.0% | $10,132-98.7% |