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 3-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 | $6,331 | $114,381-94.5% | $107,525-94.1% | $142,382-95.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 27.89% | 242.71%-214.8pp | 181.32%-153.4pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,235 | $4,015-69.2% | $3,754-67.1% | $4,299-71.3% |
| Participant deferral / active EE | $1,598 | $5,564-71.3% | $5,116-68.8% | $6,507-75.4% |
| Admin fee / account holder | $97 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |