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 | $23,653 | $152,587-84.5% | $125,175-81.1% | $152,861-84.5% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 25.33% | 54.84%-29.5pp | 43.79%-18.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,216 | $4,946-55.2% | $3,865-42.7% | $4,762-53.5% |
| Participant deferral / active EE | $2,726 | $5,868-53.5% | $4,937-44.8% | $5,850-53.4% |
| Admin fee / account holder | $234 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |