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 | $12,638 | $105,998-88.1% | $92,233-86.3% | $147,584-91.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 14.76% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,170 | $4,333-73.0% | $3,679-68.2% | $4,876-76.0% |
| Participant deferral / active EE | $1,836 | $4,478-59.0% | $3,897-52.9% | $5,439-66.2% |
| Admin fee / account holder | $265 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |