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 | $7,106 | $210,648-96.6% | $177,989-96.0% | $145,922-95.1% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.90% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,082 | $4,565-76.3% | $3,949-72.6% | $4,660-76.8% |
| Participant deferral / active EE | $1,808 | $6,958-74.0% | $6,276-71.2% | $6,688-73.0% |
| Admin fee / account holder | $131 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |