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 | $7,993 | $177,572-95.5% | $154,803-94.8% | $142,382-94.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 156.52% | 65.07%+91.5pp | 58.88%+97.6pp | 217.08%-60.6pp |
| Employer contribution / active EE | $2,126 | $4,810-55.8% | $4,305-50.6% | $4,299-50.5% |
| Participant deferral / active EE | $1,798 | $6,272-71.3% | $5,540-67.6% | $6,507-72.4% |
| Admin fee / account holder | $241 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |