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 | $19,366 | $165,912-88.3% | $122,332-84.2% | $147,584-86.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 18.38% | 34.55%-16.2pp | 30.27%-11.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,036 | $5,754-82.0% | $4,050-74.4% | $4,876-78.8% |
| Participant deferral / active EE | $2,280 | $4,005-43.1% | $3,287-30.6% | $5,439-58.1% |
| Admin fee / account holder | $104 | $7,424-98.6% | $5,478-98.1% | $10,885-99.0% |