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 | $4,605 | $99,020-95.3% | $86,590-94.7% | $147,584-96.9% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 21.84% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $961 | $3,132-69.3% | $2,839-66.1% | $4,876-80.3% |
| Participant deferral / active EE | $2,123 | $3,972-46.6% | $3,609-41.2% | $5,439-61.0% |
| Admin fee / account holder | $202 | $5,710-96.5% | $4,906-95.9% | $10,885-98.1% |