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 | $19,675 | $144,119-86.3% | $117,854-83.3% | $147,584-86.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 20.85% | 531.15%-510.3pp | 335.08%-314.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,697 | $4,896-65.3% | $3,786-55.2% | $4,876-65.2% |
| Participant deferral / active EE | $4,540 | $5,316-14.6% | $4,482+1.3% | $5,439-16.5% |
| Admin fee / account holder | $291 | $10,886-97.3% | $8,020-96.4% | $10,885-97.3% |