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 | $23,555 | $198,466-88.1% | $170,442-86.2% | $147,584-84.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 24.09% | 257.29%-233.2pp | 205.93%-181.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,273 | $6,184-63.2% | $5,433-58.2% | $4,876-53.4% |
| Participant deferral / active EE | $5,498 | $5,629-2.3% | $4,939+11.3% | $5,439+1.1% |
| Admin fee / account holder | $137 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |