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 | $5,449 | $232,540-97.7% | $185,117-97.1% | $147,584-96.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 204.29% | 43.03%+161.3pp | 40.50%+163.8pp | 578.55%-374.3pp |
| Employer contribution / active EE | $1,182 | $5,195-77.3% | $4,182-71.7% | $4,876-75.8% |
| Participant deferral / active EE | $2,407 | $5,834-58.7% | $5,045-52.3% | $5,439-55.7% |
| Admin fee / account holder | $1 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |