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 | $3,060 | $102,604-97.0% | $86,188-96.4% | $139,434-97.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 20.12% | 1922.51%-1902.4pp | 1168.45%-1148.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $831 | $3,032-72.6% | $2,380-65.1% | $4,751-82.5% |
| Participant deferral / active EE | $1,663 | $4,676-64.4% | $3,985-58.3% | $6,710-75.2% |
| Admin fee / account holder | $16 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |