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 | $19,372 | $198,466-90.2% | $170,442-88.6% | $147,584-86.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 32.43% | 257.29%-224.9pp | 205.93%-173.5pp | 578.55%-546.1pp |
| Employer contribution / active EE | $5,209 | $6,184-15.8% | $5,433-4.1% | $4,876+6.8% |
| Participant deferral / active EE | $4,212 | $5,629-25.2% | $4,939-14.7% | $5,439-22.5% |
| Admin fee / account holder | $106 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |