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 | $28,861 | $202,318-85.7% | $172,739-83.3% | $152,861-81.1% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 29.66% | 1029.65%-1000.0pp | 802.84%-773.2pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,292 | $5,856-77.9% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $3,684 | $5,948-38.1% | $5,198-29.1% | $5,850-37.0% |
| Admin fee / account holder | $231 | $17,109-98.7% | $13,954-98.3% | $11,596-98.0% |