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 | $25,575 | $144,119-82.3% | $117,854-78.3% | $147,584-82.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 15.51% | 531.15%-515.6pp | 335.08%-319.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,167 | $4,896-55.7% | $3,786-42.8% | $4,876-55.6% |
| Participant deferral / active EE | $2,635 | $5,316-50.4% | $4,482-41.2% | $5,439-51.5% |
| Admin fee / account holder | $146 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |