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 | $33,031 | $183,963-82.0% | $162,163-79.6% | $152,861-78.4% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.4%-6.0pp |
| Annual return | 24.14% | 150.76%-126.6pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,864 | $6,371-70.7% | $5,614-66.8% | $4,762-60.9% |
| Participant deferral / active EE | $4,945 | $8,034-38.4% | $7,298-32.2% | $5,850-15.5% |
| Admin fee / account holder | $92 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |