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 | $17,510 | $171,865-89.8% | $149,718-88.3% | $147,584-88.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.99% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,624 | $6,275-74.1% | $5,445-70.2% | $4,876-66.7% |
| Participant deferral / active EE | $2,592 | $7,271-64.4% | $6,569-60.5% | $5,439-52.3% |
| Admin fee / account holder | $99 | $13,799-99.3% | $11,283-99.1% | $10,885-99.1% |