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 | $3,519 | $101,069-96.5% | $81,478-95.7% | $147,584-97.6% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 54.96% | 32.40%+22.6pp | 38.78%+16.2pp | 578.55%-523.6pp |
| Employer contribution / active EE | $1,056 | $3,205-67.0% | $2,568-58.9% | $4,876-78.3% |
| Participant deferral / active EE | $1,272 | $4,242-70.0% | $3,537-64.0% | $5,439-76.6% |
| Admin fee / account holder | $162 | $5,812-97.2% | $4,561-96.5% | $10,885-98.5% |