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 | $16,892 | $198,466-91.5% | $170,442-90.1% | $147,584-88.6% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 16.79% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,254 | $6,184-47.4% | $5,433-40.1% | $4,876-33.3% |
| Participant deferral / active EE | $3,918 | $5,629-30.4% | $4,939-20.7% | $5,439-28.0% |
| Admin fee / account holder | $63 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |