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 | $17,226 | $152,587-88.7% | $125,175-86.2% | $152,861-88.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 19.52% | 54.84%-35.3pp | 43.79%-24.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,204 | $4,946-75.7% | $3,865-68.9% | $4,762-74.7% |
| Participant deferral / active EE | $3,167 | $5,868-46.0% | $4,937-35.9% | $5,850-45.9% |
| Admin fee / account holder | $178 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |