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 | $30,010 | $198,466-84.9% | $170,442-82.4% | $147,584-79.7% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.54% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,297 | $6,184-30.5% | $5,433-20.9% | $4,876-11.9% |
| Participant deferral / active EE | $4,271 | $5,629-24.1% | $4,939-13.5% | $5,439-21.5% |
| Admin fee / account holder | $161 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |