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 | $9,899 | $148,534-93.3% | $135,903-92.7% | $139,434-92.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 77.56% | 79.19%-1.6pp | 68.23%+9.3pp | 372.94%-295.4pp |
| Employer contribution / active EE | $1,318 | $5,243-74.9% | $4,856-72.9% | $4,751-72.3% |
| Participant deferral / active EE | $6,303 | $8,100-22.2% | $7,758-18.8% | $6,710-6.1% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |