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 | $19,598 | $198,466-90.1% | $170,442-88.5% | $147,584-86.7% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 48.77% | 257.29%-208.5pp | 205.93%-157.2pp | 578.55%-529.8pp |
| Employer contribution / active EE | $7,472 | $6,184+20.8% | $5,433+37.5% | $4,876+53.2% |
| Participant deferral / active EE | $3,227 | $5,629-42.7% | $4,939-34.7% | $5,439-40.7% |
| Admin fee / account holder | $140 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |