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 | $15,923 | $209,411-92.4% | $178,490-91.1% | $158,922-90.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.34% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,508 | $5,706-73.6% | $5,011-69.9% | $4,761-68.3% |
| Participant deferral / active EE | $2,006 | $5,954-66.3% | $5,202-61.4% | $5,982-66.5% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |