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 | $9,520 | $99,020-90.4% | $86,590-89.0% | $147,584-93.5% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 13.20% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,702 | $3,132-45.6% | $2,839-40.0% | $4,876-65.1% |
| Participant deferral / active EE | $3,081 | $3,972-22.4% | $3,609-14.6% | $5,439-43.4% |
| Admin fee / account holder | $183 | $5,710-96.8% | $4,906-96.3% | $10,885-98.3% |