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 | $28,149 | $183,963-84.7% | $162,163-82.6% | $152,861-81.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 50.17% | 150.76%-100.6pp | 115.59%-65.4pp | 345.32%-295.1pp |
| Employer contribution / active EE | $2,223 | $6,371-65.1% | $5,614-60.4% | $4,762-53.3% |
| Participant deferral / active EE | $6,880 | $8,034-14.4% | $7,298-5.7% | $5,850+17.6% |
| Admin fee / account holder | $51 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |