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 | $32,499 | $198,466-83.6% | $170,442-80.9% | $147,584-78.0% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 17.38% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,389 | $6,184-77.5% | $5,433-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $2,938 | $5,629-47.8% | $4,939-40.5% | $5,439-46.0% |
| Admin fee / account holder | $243 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |