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 | $14,501 | $63,346-77.1% | $92,233-84.3% | $70,131-79.3% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 29.27% | 530.12%-500.8pp | 176.28%-147.0pp | 73.14%-43.9pp |
| Employer contribution / active EE | $2,313 | $2,471-6.4% | $3,679-37.1% | $2,342-1.3% |
| Participant deferral / active EE | $5,031 | $2,854+76.3% | $3,897+29.1% | $3,332+51.0% |
| Admin fee / account holder | $131 | $3,840-96.6% | $5,194-97.5% | $4,645-97.2% |