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 | $13,885 | $144,119-90.4% | $117,854-88.2% | $147,584-90.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 23.39% | 531.15%-507.8pp | 335.08%-311.7pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,550 | $4,896-27.5% | $3,786-6.2% | $4,876-27.2% |
| Participant deferral / active EE | $4,288 | $5,316-19.3% | $4,482-4.3% | $5,439-21.2% |
| Admin fee / account holder | $83 | $10,886-99.2% | $8,020-99.0% | $10,885-99.2% |