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 | $7,610 | $102,966-92.6% | $90,281-91.6% | $152,861-95.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 12.30% | 95.16%-82.9pp | 78.10%-65.8pp | 345.32%-333.0pp |
| Employer contribution / active EE | $845 | $3,139-73.1% | $2,854-70.4% | $4,762-82.3% |
| Participant deferral / active EE | $1,672 | $4,281-61.0% | $3,885-57.0% | $5,850-71.4% |
| Admin fee / account holder | $182 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |