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 | $3,435 | $131,829-97.4% | $108,579-96.8% | $273,961-98.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 72.51% | -91.57%+164.1pp | -51.70%+124.2pp | 41.45%+31.1pp |
| Employer contribution / active EE | $1,208 | $4,912-75.4% | $3,758-67.9% | $4,869-75.2% |
| Participant deferral / active EE | $1,510 | $5,127-70.5% | $4,311-65.0% | $5,287-71.4% |
| Admin fee / account holder | $28 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |