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 | $5,792 | $228,332-97.5% | $185,823-96.9% | $158,922-96.4% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 23.61% | 40.80%-17.2pp | 35.95%-12.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $947 | $4,967-80.9% | $4,087-76.8% | $4,761-80.1% |
| Participant deferral / active EE | $1,940 | $6,415-69.8% | $5,632-65.6% | $5,982-67.6% |
| Admin fee / account holder | $3 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |