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 | $16,105 | $198,466-91.9% | $170,442-90.6% | $147,584-89.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.28% | 257.29%-235.0pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $4,382 | $6,184-29.1% | $5,433-19.3% | $4,876-10.1% |
| Participant deferral / active EE | $5,787 | $5,629+2.8% | $4,939+17.2% | $5,439+6.4% |
| Admin fee / account holder | $182 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |