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 | $7,900 | $177,572-95.6% | $154,803-94.9% | $142,382-94.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.11% | 65.07%-41.0pp | 58.88%-34.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,199 | $4,810-75.1% | $4,305-72.1% | $4,299-72.1% |
| Participant deferral / active EE | $1,904 | $6,272-69.6% | $5,540-65.6% | $6,507-70.7% |
| Admin fee / account holder | $283 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |