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 | $21,571 | $152,587-85.9% | $125,175-82.8% | $152,861-85.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.80% | 54.84%-35.0pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,693 | $4,946-65.8% | $3,865-56.2% | $4,762-64.4% |
| Participant deferral / active EE | $5,425 | $5,868-7.6% | $4,937+9.9% | $5,850-7.3% |
| Admin fee / account holder | $17 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |