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 | $16,499 | $198,466-91.7% | $170,442-90.3% | $147,584-88.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.08% | 257.29%-240.2pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,454 | $6,184-60.3% | $5,433-54.8% | $4,876-49.7% |
| Participant deferral / active EE | $4,869 | $5,629-13.5% | $4,939-1.4% | $5,439-10.5% |
| Admin fee / account holder | $103 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |