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 | $14,949 | $150,440-90.1% | $136,294-89.0% | $147,584-89.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 21.44% | 1049.08%-1027.6pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,509 | $5,256-71.3% | $4,695-67.9% | $4,876-69.1% |
| Participant deferral / active EE | $5,048 | $6,630-23.9% | $6,247-19.2% | $5,439-7.2% |
| Admin fee / account holder | $142 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |