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 8-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 | $30,206 | $209,411-85.6% | $178,490-83.1% | $158,922-81.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 197.24% | 188.75%+8.5pp | 151.07%+46.2pp | 302.83%-105.6pp |
| Employer contribution / active EE | $1,899 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $3,185 | $5,954-46.5% | $5,202-38.8% | $5,982-46.8% |
| Admin fee / account holder | $72 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |