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 | $9,598 | $176,056-94.5% | $159,436-94.0% | $167,490-94.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.67% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,823 | $5,297-65.6% | $4,829-62.2% | $4,837-62.3% |
| Participant deferral / active EE | $3,784 | $7,750-51.2% | $7,352-48.5% | $6,341-40.3% |
| Admin fee / account holder | $232 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |