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 | $21,366 | $168,632-87.3% | $147,614-85.5% | $125,391-83.0% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | 43.07% | 77.65%-34.6pp | 61.98%-18.9pp | 282.22%-239.2pp |
| Employer contribution / active EE | $3,193 | $6,252-48.9% | $5,564-42.6% | $4,866-34.4% |
| Participant deferral / active EE | $6,425 | $5,507+16.7% | $4,895+31.2% | $5,352+20.1% |
| Admin fee / account holder | $56 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |