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 | $13,050 | $144,119-90.9% | $117,854-88.9% | $147,584-91.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 20.16% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,537 | $4,896-68.6% | $3,786-59.4% | $4,876-68.5% |
| Participant deferral / active EE | $2,834 | $5,316-46.7% | $4,482-36.8% | $5,439-47.9% |
| Admin fee / account holder | $40 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |