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 | $12,709 | $228,332-94.4% | $185,823-93.2% | $158,922-92.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 33.59% | 40.80%-7.2pp | 35.95%-2.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $2,520 | $4,967-49.3% | $4,087-38.4% | $4,761-47.1% |
| Participant deferral / active EE | $4,383 | $6,415-31.7% | $5,632-22.2% | $5,982-26.7% |
| Admin fee / account holder | $27 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |