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 | $20,657 | $198,466-89.6% | $170,442-87.9% | $147,584-86.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.80% | 257.29%-228.5pp | 205.93%-177.1pp | 578.55%-549.7pp |
| Employer contribution / active EE | $1,898 | $6,184-69.3% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $7,523 | $5,629+33.6% | $4,939+52.3% | $5,439+38.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |