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 | $20,949 | $150,440-86.1% | $136,294-84.6% | $147,584-85.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.59% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,693 | $5,256-67.8% | $4,695-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $3,358 | $6,630-49.4% | $6,247-46.2% | $5,439-38.3% |
| Admin fee / account holder | $208 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |