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 | $25,819 | $152,587-83.1% | $125,175-79.4% | $152,861-83.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 25.61% | 54.84%-29.2pp | 43.79%-18.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,107 | $4,946-77.6% | $3,865-71.4% | $4,762-76.8% |
| Participant deferral / active EE | $4,054 | $5,868-30.9% | $4,937-17.9% | $5,850-30.7% |
| Admin fee / account holder | $299 | $13,434-97.8% | $9,702-96.9% | $11,596-97.4% |