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 | $19,076 | $209,411-90.9% | $178,490-89.3% | $158,922-88.0% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 9.47% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,896 | $5,706-31.7% | $5,011-22.2% | $4,761-18.2% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $130 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |