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 | $21,881 | $165,335-86.8% | $149,696-85.4% | $158,922-86.2% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 21.77% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,915 | $5,103-62.5% | $4,644-58.8% | $4,761-59.8% |
| Participant deferral / active EE | $4,633 | $7,181-35.5% | $6,842-32.3% | $5,982-22.5% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |