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 | $23,527 | $198,466-88.1% | $170,442-86.2% | $147,584-84.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 12.01% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,404 | $6,184-77.3% | $5,433-74.2% | $4,876-71.2% |
| Participant deferral / active EE | $6,138 | $5,629+9.0% | $4,939+24.3% | $5,439+12.9% |
| Admin fee / account holder | $265 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |