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 | $8,021 | $100,901-92.1% | $75,670-89.4% | $147,584-94.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 21.69% | 35.78%-14.1pp | 27.34%-5.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,087 | $3,253-66.6% | $2,352-53.8% | $4,876-77.7% |
| Participant deferral / active EE | $1,820 | $4,027-54.8% | $3,142-42.1% | $5,439-66.5% |
| Admin fee / account holder | $289 | $11,285-97.4% | $5,800-95.0% | $10,885-97.3% |