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 | $29,156 | $209,411-86.1% | $178,490-83.7% | $158,922-81.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.99% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,435 | $5,706-57.3% | $5,011-51.4% | $4,761-48.9% |
| Participant deferral / active EE | $6,242 | $5,954+4.8% | $5,202+20.0% | $5,982+4.3% |
| Admin fee / account holder | $22 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |