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 | $24,366 | $183,963-86.8% | $162,163-85.0% | $152,861-84.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 20.76% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,417 | $8,034-57.5% | $7,298-53.2% | $5,850-41.6% |
| Admin fee / account holder | $256 | $13,121-98.1% | $10,843-97.6% | $11,596-97.8% |