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 | $21,682 | $198,466-89.1% | $170,442-87.3% | $147,584-85.3% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 99.48% | 257.29%-157.8pp | 205.93%-106.5pp | 578.55%-479.1pp |
| Employer contribution / active EE | $2,484 | $6,184-59.8% | $5,433-54.3% | $4,876-49.1% |
| Participant deferral / active EE | $3,960 | $5,629-29.7% | $4,939-19.8% | $5,439-27.2% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |