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 | $13,120 | $198,466-93.4% | $170,442-92.3% | $147,584-91.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 26.42% | 257.29%-230.9pp | 205.93%-179.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,576 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $2,708 | $5,629-51.9% | $4,939-45.2% | $5,439-50.2% |
| Admin fee / account holder | $95 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |