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 | $31,947 | $198,466-83.9% | $170,442-81.3% | $147,584-78.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 24.81% | 257.29%-232.5pp | 205.93%-181.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $6,923 | $6,184+12.0% | $5,433+27.4% | $4,876+42.0% |
| Participant deferral / active EE | $3,188 | $5,629-43.4% | $4,939-35.5% | $5,439-41.4% |
| Admin fee / account holder | $146 | $16,852-99.1% | $13,880-98.9% | $10,885-98.7% |