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 | $31,002 | $198,466-84.4% | $170,442-81.8% | $147,584-79.0% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 15.76% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,576 | $6,184-74.5% | $5,433-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $2,597 | $5,629-53.9% | $4,939-47.4% | $5,439-52.2% |
| Admin fee / account holder | $248 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |