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 | $11,937 | $73,515-83.8% | $62,995-81.1% | $147,584-91.9% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 13.45% | 175.43%-162.0pp | 87.57%-74.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,022 | $3,320-39.1% | $2,759-26.7% | $4,876-58.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $132 | $5,953-97.8% | $3,600-96.3% | $10,885-98.8% |