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 | $11,638 | $198,466-94.1% | $170,442-93.2% | $147,584-92.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.76% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,415 | $6,184-77.1% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $3,711 | $5,629-34.1% | $4,939-24.9% | $5,439-31.8% |
| Admin fee / account holder | $212 | $16,852-98.7% | $13,880-98.5% | $10,885-98.1% |