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 | $18,769 | $226,064-91.7% | $182,532-89.7% | $152,861-87.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 15.64% | 192.51%-176.9pp | 148.54%-132.9pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,880 | $4,978-42.1% | $4,076-29.3% | $4,762-39.5% |
| Participant deferral / active EE | $1,743 | $6,368-72.6% | $5,524-68.4% | $5,850-70.2% |
| Admin fee / account holder | $221 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |