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 3-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 | $7,132 | $177,572-96.0% | $154,803-95.4% | $142,382-95.0% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 27.26% | 65.07%-37.8pp | 58.88%-31.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,857 | $4,810-61.4% | $4,305-56.9% | $4,299-56.8% |
| Participant deferral / active EE | $2,252 | $6,272-64.1% | $5,540-59.3% | $6,507-65.4% |
| Admin fee / account holder | $242 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |