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 | $13,874 | $198,466-93.0% | $170,442-91.9% | $147,584-90.6% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 58.72% | 257.29%-198.6pp | 205.93%-147.2pp | 578.55%-519.8pp |
| Employer contribution / active EE | $3,079 | $6,184-50.2% | $5,433-43.3% | $4,876-36.9% |
| Participant deferral / active EE | $5,640 | $5,629+0.2% | $4,939+14.2% | $5,439+3.7% |
| Admin fee / account holder | $24 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |