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 | $10,567 | $175,202-94.0% | $149,673-92.9% | $139,434-92.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 87.25% | 166.71%-79.5pp | 134.42%-47.2pp | 372.94%-285.7pp |
| Employer contribution / active EE | $1,798 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $3,676 | $6,519-43.6% | $5,680-35.3% | $6,710-45.2% |
| Admin fee / account holder | $105 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |