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 | $12,954 | $105,998-87.8% | $92,233-86.0% | $147,584-91.2% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 21.32% | 50.05%-28.7pp | 176.28%-155.0pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,554 | $4,333-64.1% | $3,679-57.8% | $4,876-68.1% |
| Participant deferral / active EE | $3,063 | $4,478-31.6% | $3,897-21.4% | $5,439-43.7% |
| Admin fee / account holder | $166 | $6,332-97.4% | $5,194-96.8% | $10,885-98.5% |