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 | $15,257 | $198,466-92.3% | $170,442-91.0% | $147,584-89.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 32.14% | 257.29%-225.2pp | 205.93%-173.8pp | 578.55%-546.4pp |
| Employer contribution / active EE | $3,665 | $6,184-40.7% | $5,433-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $6,079 | $5,629+8.0% | $4,939+23.1% | $5,439+11.8% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |