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 | $12,241 | $127,386-90.4% | $115,037-89.4% | $125,391-90.2% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 32.14% | 31.28%+0.9pp | 26.14%+6.0pp | 282.22%-250.1pp |
| Employer contribution / active EE | $1,007 | $5,166-80.5% | $4,608-78.1% | $4,866-79.3% |
| Participant deferral / active EE | $3,435 | $6,423-46.5% | $6,026-43.0% | $5,352-35.8% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |