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 10-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 | $6,726 | $135,952-95.1% | $123,892-94.6% | $273,961-97.5% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 122.75% | 56.63%+66.1pp | 47.52%+75.2pp | 41.45%+81.3pp |
| Employer contribution / active EE | $984 | $5,170-81.0% | $4,617-78.7% | $4,869-79.8% |
| Participant deferral / active EE | $3,820 | $6,343-39.8% | $5,984-36.2% | $5,287-27.7% |
| Admin fee / account holder | $284 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |