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 | $4,321 | $232,540-98.1% | $185,117-97.7% | $147,584-97.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 23.80% | 43.03%-19.2pp | 40.50%-16.7pp | 578.55%-554.7pp |
| Employer contribution / active EE | $655 | $5,195-87.4% | $4,182-84.3% | $4,876-86.6% |
| Participant deferral / active EE | $1,112 | $5,834-80.9% | $5,045-78.0% | $5,439-79.6% |
| Admin fee / account holder | $21 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |