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 | $19,450 | $226,064-91.4% | $182,532-89.3% | $152,861-87.3% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 23.71% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,865 | $4,978-62.5% | $4,076-54.2% | $4,762-60.8% |
| Participant deferral / active EE | $2,949 | $6,368-53.7% | $5,524-46.6% | $5,850-49.6% |
| Admin fee / account holder | $80 | $10,703-99.3% | $8,592-99.1% | $11,596-99.3% |