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 | $29,762 | $198,466-85.0% | $170,442-82.5% | $147,584-79.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 82.16% | 257.29%-175.1pp | 205.93%-123.8pp | 578.55%-496.4pp |
| Employer contribution / active EE | $1,490 | $6,184-75.9% | $5,433-72.6% | $4,876-69.5% |
| Participant deferral / active EE | $7,328 | $5,629+30.2% | $4,939+48.4% | $5,439+34.7% |
| Admin fee / account holder | $110 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |