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 | $17,233 | $144,119-88.0% | $117,854-85.4% | $147,584-88.3% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.7%+1.3pp | 82.8%-1.9pp |
| Annual return | 29.86% | 531.15%-501.3pp | 335.08%-305.2pp | 578.55%-548.7pp |
| Employer contribution / active EE | $6,234 | $4,896+27.3% | $3,786+64.7% | $4,876+27.8% |
| Participant deferral / active EE | $3,808 | $5,316-28.4% | $4,482-15.0% | $5,439-30.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |