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 | $7,948 | $144,119-94.5% | $117,854-93.3% | $147,584-94.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 25.53% | 531.15%-505.6pp | 335.08%-309.6pp | 578.55%-553.0pp |
| Employer contribution / active EE | $1,072 | $4,896-78.1% | $3,786-71.7% | $4,876-78.0% |
| Participant deferral / active EE | $2,010 | $5,316-62.2% | $4,482-55.1% | $5,439-63.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |