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 | $18,722 | $202,318-90.7% | $172,739-89.2% | $152,861-87.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.05% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,612 | $5,856-72.5% | $5,143-68.7% | $4,762-66.1% |
| Participant deferral / active EE | $2,881 | $5,948-51.6% | $5,198-44.6% | $5,850-50.8% |
| Admin fee / account holder | $81 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |