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 | $25,000 | $209,832-88.1% | $189,513-86.8% | $167,490-85.1% |
| Participation rate | 84.6% | 88.7%-4.1pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 12.38% | 748.27%-735.9pp | 555.15%-542.8pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,265 | $6,914-67.2% | $6,162-63.2% | $4,837-53.2% |
| Participant deferral / active EE | $4,120 | $8,935-53.9% | $8,221-49.9% | $6,341-35.0% |
| Admin fee / account holder | $280 | $14,293-98.0% | $12,045-97.7% | $12,309-97.7% |