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 | $26,635 | $198,466-86.6% | $170,442-84.4% | $147,584-82.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.96% | 257.29%-240.3pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,406 | $6,184-61.1% | $5,433-55.7% | $4,876-50.7% |
| Participant deferral / active EE | $4,163 | $5,629-26.1% | $4,939-15.7% | $5,439-23.5% |
| Admin fee / account holder | $163 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |