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 | $26,374 | $144,119-81.7% | $117,854-77.6% | $147,584-82.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.01% | 531.15%-519.1pp | 335.08%-323.1pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,817 | $4,896-42.5% | $3,786-25.6% | $4,876-42.2% |
| Participant deferral / active EE | $5,921 | $5,316+11.4% | $4,482+32.1% | $5,439+8.9% |
| Admin fee / account holder | $125 | $10,886-98.9% | $8,020-98.4% | $10,885-98.9% |