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 | $6,123 | $91,190-93.3% | $178,490-96.6% | $79,858-92.3% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 22.88% | 24.19%-1.3pp | 151.07%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $896 | $3,256-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $1,217 | $3,236-62.4% | $5,202-76.6% | $3,740-67.5% |
| Admin fee / account holder | $238 | $6,751-96.5% | $13,984-98.3% | $5,306-95.5% |