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 | $15,074 | $198,466-92.4% | $170,442-91.2% | $147,584-89.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.67% | 257.29%-238.6pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,725 | $6,184-72.1% | $5,433-68.2% | $4,876-64.6% |
| Participant deferral / active EE | $5,352 | $5,629-4.9% | $4,939+8.3% | $5,439-1.6% |
| Admin fee / account holder | $261 | $16,852-98.5% | $13,880-98.1% | $10,885-97.6% |