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 | $18,926 | $157,256-88.0% | $141,162-86.6% | $152,861-87.6% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 56.48% | 64.32%-7.8pp | 71.39%-14.9pp | 345.32%-288.8pp |
| Employer contribution / active EE | $3,105 | $5,261-41.0% | $4,735-34.4% | $4,762-34.8% |
| Participant deferral / active EE | $4,294 | $7,109-39.6% | $6,709-36.0% | $5,850-26.6% |
| Admin fee / account holder | $100 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |