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 | $9,607 | $177,572-94.6% | $154,803-93.8% | $142,382-93.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.05% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,001 | $4,810-79.2% | $4,305-76.8% | $4,299-76.7% |
| Participant deferral / active EE | $2,311 | $6,272-63.1% | $5,540-58.3% | $6,507-64.5% |
| Admin fee / account holder | $257 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |