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 | $29,821 | $198,466-85.0% | $170,442-82.5% | $147,584-79.8% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 16.84% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,115 | $6,184-49.6% | $5,433-42.7% | $4,876-36.1% |
| Participant deferral / active EE | $4,781 | $5,629-15.1% | $4,939-3.2% | $5,439-12.1% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |