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 | $5,082 | $198,466-97.4% | $170,442-97.0% | $147,584-96.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.83% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,085 | $6,184-66.3% | $5,433-61.6% | $4,876-57.3% |
| Participant deferral / active EE | $3,020 | $5,629-46.4% | $4,939-38.9% | $5,439-44.5% |
| Admin fee / account holder | $202 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |