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 | $5,145 | $165,912-96.9% | $122,332-95.8% | $147,584-96.5% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 23.60% | 34.55%-11.0pp | 30.27%-6.7pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,328 | $5,754-76.9% | $4,050-67.2% | $4,876-72.8% |
| Participant deferral / active EE | $1,831 | $4,005-54.3% | $3,287-44.3% | $5,439-66.3% |
| Admin fee / account holder | $209 | $7,424-97.2% | $5,478-96.2% | $10,885-98.1% |