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 | $18,234 | $198,466-90.8% | $170,442-89.3% | $147,584-87.6% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 22.86% | 257.29%-234.4pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,384 | $6,184-77.6% | $5,433-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $3,986 | $5,629-29.2% | $4,939-19.3% | $5,439-26.7% |
| Admin fee / account holder | $231 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |