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 | $6,549 | $99,652-93.4% | $78,778-91.7% | $147,584-95.6% |
| Participation rate | 78.3% | 76.2%+2.0pp | 69.2%+9.1pp | 82.8%-4.6pp |
| Annual return | 33.40% | 47.28%-13.9pp | 35.62%-2.2pp | 578.55%-545.2pp |
| Employer contribution / active EE | $962 | $2,796-65.6% | $1,986-51.6% | $4,876-80.3% |
| Participant deferral / active EE | $3,209 | $3,664-12.4% | $2,958+8.5% | $5,439-41.0% |
| Admin fee / account holder | $251 | $7,155-96.5% | $5,134-95.1% | $10,885-97.7% |