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 | $10,978 | $176,377-93.8% | $134,143-91.8% | $158,922-93.1% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 6.34% | 63.63%-57.3pp | 36.33%-30.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,254 | $5,040-75.1% | $3,704-66.1% | $4,761-73.7% |
| Participant deferral / active EE | $1,542 | $4,091-62.3% | $3,499-55.9% | $5,982-74.2% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |