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 | $2,115 | $117,381-98.2% | $99,443-97.9% | $152,861-98.6% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 26.17% | 31.87%-5.7pp | 30.72%-4.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $673 | $3,013-77.7% | $2,540-73.5% | $4,762-85.9% |
| Participant deferral / active EE | $919 | $4,086-77.5% | $3,619-74.6% | $5,850-84.3% |
| Admin fee / account holder | $160 | $7,631-97.9% | $6,250-97.4% | $11,596-98.6% |