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 | $9,003 | $93,571-90.4% | $135,903-93.4% | $75,163-88.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 30.85% | 30.90%-0.1pp | 68.23%-37.4pp | 160.62%-129.8pp |
| Employer contribution / active EE | $2,101 | $3,537-40.6% | $4,856-56.7% | $2,670-21.3% |
| Participant deferral / active EE | $4,678 | $6,404-27.0% | $7,758-39.7% | $4,125+13.4% |
| Admin fee / account holder | $274 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |