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 | $21,425 | $197,591-89.2% | $177,821-88.0% | $158,922-86.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 31.36% | 58.76%-27.4pp | 48.32%-17.0pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,612 | $6,697-75.9% | $5,918-72.8% | $4,761-66.2% |
| Participant deferral / active EE | $5,232 | $8,405-37.8% | $7,714-32.2% | $5,982-12.5% |
| Admin fee / account holder | $49 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |