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 | $32,717 | $198,466-83.5% | $170,442-80.8% | $147,584-77.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 182.62% | 257.29%-74.7pp | 205.93%-23.3pp | 578.55%-395.9pp |
| Employer contribution / active EE | $3,339 | $6,184-46.0% | $5,433-38.5% | $4,876-31.5% |
| Participant deferral / active EE | $5,260 | $5,629-6.6% | $4,939+6.5% | $5,439-3.3% |
| Admin fee / account holder | $292 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |