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 | $7,344 | $175,202-95.8% | $149,673-95.1% | $139,434-94.7% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 30.37% | 166.71%-136.3pp | 134.42%-104.0pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,289 | $5,474-76.5% | $4,818-73.2% | $4,751-72.9% |
| Participant deferral / active EE | $2,425 | $6,519-62.8% | $5,680-57.3% | $6,710-63.9% |
| Admin fee / account holder | $52 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |