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 | $26,160 | $198,466-86.8% | $170,442-84.7% | $147,584-82.3% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 23.18% | 257.29%-234.1pp | 205.93%-182.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,552 | $6,184-74.9% | $5,433-71.4% | $4,876-68.2% |
| Participant deferral / active EE | $4,297 | $5,629-23.7% | $4,939-13.0% | $5,439-21.0% |
| Admin fee / account holder | $45 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |