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 | $32,566 | $198,466-83.6% | $170,442-80.9% | $147,584-77.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.79% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,063 | $6,184-66.6% | $5,433-62.0% | $4,876-57.7% |
| Participant deferral / active EE | $5,612 | $5,629-0.3% | $4,939+13.6% | $5,439+3.2% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |