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 | $8,724 | $176,056-95.0% | $159,436-94.5% | $167,490-94.8% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 19.10% | 331.75%-312.6pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,123 | $5,297-78.8% | $4,829-76.7% | $4,837-76.8% |
| Participant deferral / active EE | $3,292 | $7,750-57.5% | $7,352-55.2% | $6,341-48.1% |
| Admin fee / account holder | $165 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |