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 | $18,630 | $198,466-90.6% | $170,442-89.1% | $147,584-87.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 49.04% | 257.29%-208.3pp | 205.93%-156.9pp | 578.55%-529.5pp |
| Employer contribution / active EE | $8,346 | $6,184+35.0% | $5,433+53.6% | $4,876+71.2% |
| Participant deferral / active EE | $3,600 | $5,629-36.1% | $4,939-27.1% | $5,439-33.8% |
| Admin fee / account holder | $47 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |