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 | $24,983 | $144,119-82.7% | $117,854-78.8% | $147,584-83.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 18.11% | 531.15%-513.0pp | 335.08%-317.0pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,887 | $4,896-61.5% | $3,786-50.1% | $4,876-61.3% |
| Participant deferral / active EE | $2,928 | $5,316-44.9% | $4,482-34.7% | $5,439-46.2% |
| Admin fee / account holder | $227 | $10,886-97.9% | $8,020-97.2% | $10,885-97.9% |