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 | $18,612 | $144,119-87.1% | $117,854-84.2% | $147,584-87.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 18.44% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,701 | $4,896-65.3% | $3,786-55.1% | $4,876-65.1% |
| Participant deferral / active EE | $2,309 | $5,316-56.6% | $4,482-48.5% | $5,439-57.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |