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 | $23,705 | $198,466-88.1% | $170,442-86.1% | $147,584-83.9% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 23.10% | 257.29%-234.2pp | 205.93%-182.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,606 | $6,184-57.9% | $5,433-52.0% | $4,876-46.6% |
| Participant deferral / active EE | $4,482 | $5,629-20.4% | $4,939-9.3% | $5,439-17.6% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |