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 | $22,441 | $144,119-84.4% | $117,854-81.0% | $147,584-84.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.98% | 531.15%-511.2pp | 335.08%-315.1pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,530 | $4,896-68.8% | $3,786-59.6% | $4,876-68.6% |
| Participant deferral / active EE | $3,220 | $5,316-39.4% | $4,482-28.2% | $5,439-40.8% |
| Admin fee / account holder | $239 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |