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 | $15,999 | $198,466-91.9% | $170,442-90.6% | $147,584-89.2% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 19.89% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,735 | $6,184-71.9% | $5,433-68.1% | $4,876-64.4% |
| Participant deferral / active EE | $3,373 | $5,629-40.1% | $4,939-31.7% | $5,439-38.0% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |