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 | $6,668 | $73,515-90.9% | $62,995-89.4% | $147,584-95.5% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 23.11% | 175.43%-152.3pp | 87.57%-64.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,423 | $3,320-57.1% | $2,759-48.4% | $4,876-70.8% |
| Participant deferral / active EE | $1,854 | $4,185-55.7% | $3,329-44.3% | $5,439-65.9% |
| Admin fee / account holder | $126 | $5,953-97.9% | $3,600-96.5% | $10,885-98.8% |