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 | $17,769 | $198,466-91.0% | $170,442-89.6% | $147,584-88.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 26.95% | 257.29%-230.3pp | 205.93%-179.0pp | 578.55%-551.6pp |
| Employer contribution / active EE | $1,909 | $6,184-69.1% | $5,433-64.9% | $4,876-60.8% |
| Participant deferral / active EE | $4,068 | $5,629-27.7% | $4,939-17.6% | $5,439-25.2% |
| Admin fee / account holder | $28 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |