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 | $30,314 | $183,963-83.5% | $162,163-81.3% | $152,861-80.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 30.03% | 150.76%-120.7pp | 115.59%-85.6pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,845 | $6,371-55.3% | $5,614-49.3% | $4,762-40.3% |
| Participant deferral / active EE | $5,101 | $8,034-36.5% | $7,298-30.1% | $5,850-12.8% |
| Admin fee / account holder | $91 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |