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 | $7,122 | $217,402-96.7% | $185,823-96.2% | $167,490-95.7% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 19.16% | 148.36%-129.2pp | 122.05%-102.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,225 | $5,873-79.1% | $5,167-76.3% | $4,837-74.7% |
| Participant deferral / active EE | $3,428 | $6,356-46.1% | $5,568-38.4% | $6,341-45.9% |
| Admin fee / account holder | $208 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |