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 | $13,679 | $198,466-93.1% | $170,442-92.0% | $147,584-90.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 23.65% | 257.29%-233.6pp | 205.93%-182.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,981 | $6,184-68.0% | $5,433-63.5% | $4,876-59.4% |
| Participant deferral / active EE | $3,820 | $5,629-32.1% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $134 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |