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 | $7,672 | $99,020-92.3% | $86,590-91.1% | $147,584-94.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.39% | 1312.34%-1294.9pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,580 | $3,132-49.5% | $2,839-44.3% | $4,876-67.6% |
| Participant deferral / active EE | $1,914 | $3,972-51.8% | $3,609-46.9% | $5,439-64.8% |
| Admin fee / account holder | $191 | $5,710-96.7% | $4,906-96.1% | $10,885-98.2% |