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 6-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 | $5,144 | $202,432-97.5% | $169,368-97.0% | $139,434-96.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 20.02% | 531.74%-511.7pp | 405.60%-385.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $818 | $4,692-82.6% | $4,013-79.6% | $4,751-82.8% |
| Participant deferral / active EE | $1,396 | $6,938-79.9% | $6,221-77.6% | $6,710-79.2% |
| Admin fee / account holder | $76 | $10,708-99.3% | $9,003-99.2% | $11,403-99.3% |