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 | $18,572 | $183,963-89.9% | $162,163-88.5% | $152,861-87.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 33.47% | 150.76%-117.3pp | 115.59%-82.1pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,591 | $6,371-59.3% | $5,614-53.8% | $4,762-45.6% |
| Participant deferral / active EE | $6,387 | $8,034-20.5% | $7,298-12.5% | $5,850+9.2% |
| Admin fee / account holder | $112 | $13,121-99.1% | $10,843-99.0% | $11,596-99.0% |