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 | $10,901 | $84,695-87.1% | $73,843-85.2% | $125,391-91.3% |
| Participation rate | 81.3% | 76.8%+4.5pp | 73.4%+7.8pp | 83.2%-1.9pp |
| Annual return | -1.18% | 3123.53%-3124.7pp | 2267.84%-2269.0pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,353 | $3,123-56.7% | $2,787-51.5% | $4,866-72.2% |
| Participant deferral / active EE | $2,795 | $3,992-30.0% | $3,583-22.0% | $5,352-47.8% |
| Admin fee / account holder | $69 | $5,691-98.8% | $4,880-98.6% | $9,540-99.3% |