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 | $4,832 | $202,432-97.6% | $169,368-97.1% | $139,434-96.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.50% | 531.74%-519.2pp | 405.60%-393.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,032 | $4,692-78.0% | $4,013-74.3% | $4,751-78.3% |
| Participant deferral / active EE | $1,708 | $6,938-75.4% | $6,221-72.5% | $6,710-74.5% |
| Admin fee / account holder | $157 | $10,708-98.5% | $9,003-98.3% | $11,403-98.6% |