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 | $14,114 | $198,466-92.9% | $170,442-91.7% | $147,584-90.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 24.98% | 257.29%-232.3pp | 205.93%-181.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,952 | $6,184-68.4% | $5,433-64.1% | $4,876-60.0% |
| Participant deferral / active EE | $6,230 | $5,629+10.7% | $4,939+26.1% | $5,439+14.5% |
| Admin fee / account holder | $101 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |