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 | $11,077 | $105,998-89.6% | $92,233-88.0% | $147,584-92.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 28.95% | 50.05%-21.1pp | 176.28%-147.3pp | 578.55%-549.6pp |
| Employer contribution / active EE | $1,688 | $4,333-61.0% | $3,679-54.1% | $4,876-65.4% |
| Participant deferral / active EE | $3,522 | $4,478-21.4% | $3,897-9.6% | $5,439-35.3% |
| Admin fee / account holder | $155 | $6,332-97.6% | $5,194-97.0% | $10,885-98.6% |