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 | $15,961 | $198,466-92.0% | $170,442-90.6% | $147,584-89.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 24.67% | 257.29%-232.6pp | 205.93%-181.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,622 | $6,184-73.8% | $5,433-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $3,254 | $5,629-42.2% | $4,939-34.1% | $5,439-40.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |