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 | $25,437 | $198,466-87.2% | $170,442-85.1% | $147,584-82.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 36.98% | 257.29%-220.3pp | 205.93%-169.0pp | 578.55%-541.6pp |
| Employer contribution / active EE | $7,232 | $6,184+16.9% | $5,433+33.1% | $4,876+48.3% |
| Participant deferral / active EE | $6,306 | $5,629+12.0% | $4,939+27.7% | $5,439+15.9% |
| Admin fee / account holder | $136 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |