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 | $28,731 | $209,411-86.3% | $178,490-83.9% | $158,922-81.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 23.32% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,836 | $5,706-50.3% | $5,011-43.4% | $4,761-40.4% |
| Participant deferral / active EE | $3,444 | $5,954-42.2% | $5,202-33.8% | $5,982-42.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |