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 | $10,247 | $90,503-88.7% | $78,689-87.0% | $273,961-96.3% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | 49.40% | 75.60%-26.2pp | 62.18%-12.8pp | 41.45%+7.9pp |
| Employer contribution / active EE | $1,262 | $3,176-60.3% | $2,851-55.7% | $4,869-74.1% |
| Participant deferral / active EE | $1,557 | $3,901-60.1% | $3,517-55.7% | $5,287-70.6% |
| Admin fee / account holder | $223 | $5,263-95.8% | $4,510-95.0% | $10,132-97.8% |