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 10-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 | $6,217 | $209,411-97.0% | $178,490-96.5% | $158,922-96.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.29% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,662 | $5,706-70.9% | $5,011-66.8% | $4,761-65.1% |
| Participant deferral / active EE | $2,564 | $5,954-56.9% | $5,202-50.7% | $5,982-57.1% |
| Admin fee / account holder | $147 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |