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 | $31,898 | $198,466-83.9% | $170,442-81.3% | $147,584-78.4% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 19.72% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,685 | $6,184-72.7% | $5,433-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $5,052 | $5,629-10.3% | $4,939+2.3% | $5,439-7.1% |
| Admin fee / account holder | $163 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |