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 8-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 | $21,034 | $165,335-87.3% | $149,696-85.9% | $158,922-86.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 19.68% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,638 | $5,103-67.9% | $4,644-64.7% | $4,761-65.6% |
| Participant deferral / active EE | $3,092 | $7,181-56.9% | $6,842-54.8% | $5,982-48.3% |
| Admin fee / account holder | $192 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |