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 | $22,115 | $198,466-88.9% | $170,442-87.0% | $147,584-85.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 24.05% | 257.29%-233.2pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,935 | $6,184-52.5% | $5,433-46.0% | $4,876-39.8% |
| Participant deferral / active EE | $5,385 | $5,629-4.3% | $4,939+9.0% | $5,439-1.0% |
| Admin fee / account holder | $123 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |