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 8-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 | $15,413 | $165,335-90.7% | $149,696-89.7% | $158,922-90.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 32.48% | 348.15%-315.7pp | 276.60%-244.1pp | 302.83%-270.3pp |
| Employer contribution / active EE | $1,518 | $5,103-70.3% | $4,644-67.3% | $4,761-68.1% |
| Participant deferral / active EE | $3,251 | $7,181-54.7% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $74 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |