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 | $12,214 | $211,958-94.2% | $169,463-92.8% | $135,375-91.0% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.59% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,000 | $5,120-80.5% | $4,159-76.0% | $4,779-79.1% |
| Participant deferral / active EE | $5,453 | $6,075-10.2% | $5,277+3.3% | $5,609-2.8% |
| Admin fee / account holder | $38 | $11,471-99.7% | $9,109-99.6% | $10,827-99.6% |