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 | $11,355 | $144,119-92.1% | $117,854-90.4% | $147,584-92.3% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 34.16% | 531.15%-497.0pp | 335.08%-300.9pp | 578.55%-544.4pp |
| Employer contribution / active EE | $2,513 | $4,896-48.7% | $3,786-33.6% | $4,876-48.5% |
| Participant deferral / active EE | $3,157 | $5,316-40.6% | $4,482-29.6% | $5,439-41.9% |
| Admin fee / account holder | $88 | $10,886-99.2% | $8,020-98.9% | $10,885-99.2% |