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 5-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 | $4,419 | $202,432-97.8% | $169,368-97.4% | $139,434-96.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 20.63% | 531.74%-511.1pp | 405.60%-385.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,000 | $4,692-78.7% | $4,013-75.1% | $4,751-78.9% |
| Participant deferral / active EE | $1,282 | $6,938-81.5% | $6,221-79.4% | $6,710-80.9% |
| Admin fee / account holder | $140 | $10,708-98.7% | $9,003-98.4% | $11,403-98.8% |