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 | $25,861 | $100,041-74.1% | $149,718-82.7% | $70,131-63.1% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.1%+6.0pp | 69.5%+23.6pp |
| Annual return | 16.81% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,413 | $3,662-34.1% | $5,445-55.7% | $2,342+3.0% |
| Participant deferral / active EE | $2,569 | $4,983-48.4% | $6,569-60.9% | $3,332-22.9% |
| Admin fee / account holder | $18 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |