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 | $16,492 | $198,466-91.7% | $170,442-90.3% | $147,584-88.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.07% | 257.29%-235.2pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,043 | $6,184-2.3% | $5,433+11.2% | $4,876+23.9% |
| Participant deferral / active EE | $6,094 | $5,629+8.3% | $4,939+23.4% | $5,439+12.0% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |