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 | $21,515 | $198,466-89.2% | $170,442-87.4% | $147,584-85.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 23.81% | 257.29%-233.5pp | 205.93%-182.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,658 | $6,184-73.2% | $5,433-69.5% | $4,876-66.0% |
| Participant deferral / active EE | $4,485 | $5,629-20.3% | $4,939-9.2% | $5,439-17.5% |
| Admin fee / account holder | $218 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |