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 | $16,073 | $198,466-91.9% | $170,442-90.6% | $147,584-89.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 27.07% | 257.29%-230.2pp | 205.93%-178.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,752 | $6,184-71.7% | $5,433-67.7% | $4,876-64.1% |
| Participant deferral / active EE | $4,572 | $5,629-18.8% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $116 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |