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 | $21,019 | $136,307-84.6% | $106,619-80.3% | $273,961-92.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 78.0%+9.5pp | 83.0%+4.5pp |
| Annual return | 183.21% | 11.05%+172.2pp | 9.42%+173.8pp | 41.45%+141.8pp |
| Employer contribution / active EE | $2,308 | $5,190-55.5% | $3,947-41.5% | $4,869-52.6% |
| Participant deferral / active EE | $13,008 | $4,969+161.7% | $3,930+231.0% | $5,287+146.0% |
| Admin fee / account holder | $164 | $8,625-98.1% | $6,418-97.4% | $10,132-98.4% |