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 | $31,211 | $209,832-85.1% | $189,513-83.5% | $167,490-81.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 27.85% | 748.27%-720.4pp | 555.15%-527.3pp | 478.56%-450.7pp |
| Employer contribution / active EE | $2,104 | $6,914-69.6% | $6,162-65.9% | $4,837-56.5% |
| Participant deferral / active EE | $9,606 | $8,935+7.5% | $8,221+16.8% | $6,341+51.5% |
| Admin fee / account holder | $177 | $14,293-98.8% | $12,045-98.5% | $12,309-98.6% |