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 | $11,747 | $117,381-90.0% | $99,443-88.2% | $152,861-92.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 28.57% | 31.87%-3.3pp | 30.72%-2.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,889 | $3,013-37.3% | $2,540-25.6% | $4,762-60.3% |
| Participant deferral / active EE | $3,140 | $4,086-23.1% | $3,619-13.2% | $5,850-46.3% |
| Admin fee / account holder | $39 | $7,631-99.5% | $6,250-99.4% | $11,596-99.7% |