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 5-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 | $7,355 | $202,432-96.4% | $169,368-95.7% | $139,434-94.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.31% | 531.74%-510.4pp | 405.60%-384.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $928 | $4,692-80.2% | $4,013-76.9% | $4,751-80.5% |
| Participant deferral / active EE | $2,744 | $6,938-60.4% | $6,221-55.9% | $6,710-59.1% |
| Admin fee / account holder | $220 | $10,708-97.9% | $9,003-97.6% | $11,403-98.1% |