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 | $20,012 | $232,540-91.4% | $185,117-89.2% | $147,584-86.4% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 22.68% | 43.03%-20.3pp | 40.50%-17.8pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,515 | $5,195-70.8% | $4,182-63.8% | $4,876-68.9% |
| Participant deferral / active EE | $3,301 | $5,834-43.4% | $5,045-34.6% | $5,439-39.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |