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 4-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 | $9,766 | $175,202-94.4% | $149,673-93.5% | $139,434-93.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 27.79% | 166.71%-138.9pp | 134.42%-106.6pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,844 | $5,474-66.3% | $4,818-61.7% | $4,751-61.2% |
| Participant deferral / active EE | $2,266 | $6,519-65.2% | $5,680-60.1% | $6,710-66.2% |
| Admin fee / account holder | $269 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |