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 | $22,946 | $150,440-84.7% | $136,294-83.2% | $147,584-84.5% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 16.50% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,161 | $5,256-77.9% | $4,695-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $2,478 | $6,630-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $209 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |