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 | $10,672 | $106,890-90.0% | $84,015-87.3% | $152,861-93.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 16.70% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,142 | $2,734-58.2% | $1,983-42.4% | $4,762-76.0% |
| Participant deferral / active EE | $1,214 | $4,011-69.7% | $3,239-62.5% | $5,850-79.3% |
| Admin fee / account holder | $92 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |