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 | $19,448 | $202,318-90.4% | $172,739-88.7% | $152,861-87.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.43% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,838 | $5,856-68.6% | $5,143-64.3% | $4,762-61.4% |
| Participant deferral / active EE | $3,294 | $5,948-44.6% | $5,198-36.6% | $5,850-43.7% |
| Admin fee / account holder | $119 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |