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 | $20,020 | $217,402-90.8% | $185,823-89.2% | $167,490-88.0% |
| Participation rate | 82.6% | 86.0%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 21.40% | 148.36%-127.0pp | 122.05%-100.7pp | 478.56%-457.2pp |
| Employer contribution / active EE | $2,170 | $5,873-63.1% | $5,167-58.0% | $4,837-55.2% |
| Participant deferral / active EE | $3,956 | $6,356-37.8% | $5,568-28.9% | $6,341-37.6% |
| Admin fee / account holder | $182 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |