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 3-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 | $6,733 | $183,519-96.3% | $155,509-95.7% | $145,922-95.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 24.17% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $1,424 | $5,313-73.2% | $4,672-69.5% | $4,660-69.4% |
| Participant deferral / active EE | $2,988 | $6,462-53.8% | $5,626-46.9% | $6,688-55.3% |
| Admin fee / account holder | $178 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |