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 | $10,586 | $105,859-90.0% | $90,160-88.3% | $147,584-92.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 93.49% | 37.63%+55.9pp | 34.88%+58.6pp | 578.55%-485.1pp |
| Employer contribution / active EE | $939 | $4,126-77.2% | $3,318-71.7% | $4,876-80.7% |
| Participant deferral / active EE | $5,782 | $5,733+0.8% | $5,288+9.3% | $5,439+6.3% |
| Admin fee / account holder | $212 | $8,046-97.4% | $5,943-96.4% | $10,885-98.1% |