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 | $27,041 | $202,318-86.6% | $172,739-84.3% | $152,861-82.3% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 15.13% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,770 | $5,856-69.8% | $5,143-65.6% | $4,762-62.8% |
| Participant deferral / active EE | $2,510 | $5,948-57.8% | $5,198-51.7% | $5,850-57.1% |
| Admin fee / account holder | $205 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |