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 | $18,019 | $150,440-88.0% | $136,294-86.8% | $147,584-87.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.20% | 1049.08%-1024.9pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,965 | $5,256-62.6% | $4,695-58.1% | $4,876-59.7% |
| Participant deferral / active EE | $4,810 | $6,630-27.5% | $6,247-23.0% | $5,439-11.6% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |