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 | $4,188 | $105,998-96.0% | $92,233-95.5% | $147,584-97.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 56.09% | 50.05%+6.0pp | 176.28%-120.2pp | 578.55%-522.5pp |
| Employer contribution / active EE | $1,252 | $4,333-71.1% | $3,679-66.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,652 | $4,478-40.8% | $3,897-31.9% | $5,439-51.2% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |