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 7-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 | $10,156 | $73,933-86.3% | $96,683-89.5% | $75,163-86.5% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 29.56% | 26.70%+2.9pp | 35.69%-6.1pp | 160.62%-131.1pp |
| Employer contribution / active EE | $1,711 | $2,928-41.6% | $3,737-54.2% | $2,670-35.9% |
| Participant deferral / active EE | $2,540 | $3,659-30.6% | $4,878-47.9% | $4,125-38.4% |
| Admin fee / account holder | $215 | $5,216-95.9% | $6,730-96.8% | $5,651-96.2% |