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 | $27,913 | $198,466-85.9% | $170,442-83.6% | $147,584-81.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.52% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,769 | $6,184-71.4% | $5,433-67.4% | $4,876-63.7% |
| Participant deferral / active EE | $3,747 | $5,629-33.4% | $4,939-24.1% | $5,439-31.1% |
| Admin fee / account holder | $282 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |